DFX Intelligence
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Team lift-out
2 advisors left U••• B•••••• I••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel David Lotts | Chippewa Falls, Wi | Aug 1, 2019 | Jul 17, 2019 |
| Kelly J France | Eau Claire, Wi | Aug 1, 2019 | Jul 17, 2019 |
The rule
- Registrations ended
- Aug 1, 2019
- Registered next
- Jul 17, 2019
- Branch state
- WI
- Cities
- 2, most in Eau Claire, Wi
- Registered there that day
- 675 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape