DFX Intelligence
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Team lift-out
2 advisors left C••••• • A••••••••• I••• for H•••••• I••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Joel O'Connor | Elkhorn, Wi | Nov 12, 2020 | Nov 12, 2020 |
| James Wesley Pfeil | Elkhorn, Wi | Nov 12, 2020 | Nov 12, 2020 |
The rule
- Registrations ended
- Nov 12, 2020
- Registered next
- Nov 12, 2020
- Branch state
- WI
- Cities
- 1, most in Elkhorn, Wi
- Registered there that day
- 133 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape