DFX Intelligence
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Team lift-out
2 advisors left T••••••• I••••••••• M••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth L Mengo | Burlington, Wi | Mar 30, 2022 | Mar 29, 2022 |
| Robert Thomas Viau | Burlington, Wi | Mar 30, 2022 | Mar 29, 2022 |
The rule
- Registrations ended
- Mar 30, 2022
- Registered next
- Mar 29, 2022
- Branch state
- WI
- Cities
- 1, most in Burlington, Wi
- Registered there that day
- 2,075 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape