DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left S•• I••••••••• I••• for I••••••••• C•••••• O• A••••••• I•••
no RAUMtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dawn Marie Kalinowski | Appleton, Wi | Jun 25, 2018 | Feb 3, 2016 |
| Philip Eric Weisbach | Appleton, Wi | Jun 25, 2018 | Jan 29, 2010 |
| Shana Lynn Keil | Appleton, Wi | Jun 25, 2018 | Jan 2, 2014 |
The rule
- Registrations ended
- Jun 25, 2018
- Registered next
- Jan 29, 2010 to Feb 3, 2016
- Branch state
- WI
- Cities
- 1, most in Appleton, Wi
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape