DFX Intelligence
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Team lift-out
9 advisors left H•••••• I••••••••• I••• for M•••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Carol Thomas | Madison, Wi | Nov 3, 2025 | Nov 3, 2025 |
| Christian Joel O'Connor | Madison, Wi | Nov 3, 2025 | Nov 3, 2025 |
| Elena Bonilla | Madison, Wi | Nov 3, 2025 | Nov 3, 2025 |
| James Earl Ewing | Madison, Wi | Nov 3, 2025 | Nov 3, 2025 |
| Lloyd Wendell Mennenga | Madison, Wi | Nov 3, 2025 | Nov 3, 2025 |
| Marshall Deon Mennenga | Madison, Wi | Nov 3, 2025 | Nov 3, 2025 |
| Michael James Swenson | Madison, Wi | Nov 3, 2025 | Nov 3, 2025 |
| Royce P Kurtz | Madison, Wi | Nov 3, 2025 | Nov 3, 2025 |
| Tony Scott Mennenga | Madison, Wi | Nov 3, 2025 | Nov 3, 2025 |
The rule
- Registrations ended
- Nov 3, 2025
- Registered next
- Nov 3, 2025
- Branch state
- WI
- Cities
- 1, most in Madison, Wi
- Registered there that day
- 250 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape