DFX Intelligence
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Team lift-out
2 advisors left S•• I••••••••• I••• for G•••••• W••••• P•••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Edward Pentek | Green Bay, Wi | Feb 14, 2018 | Jul 7, 2023 |
| Erik Eldor Brenn | Appleton, Wi | Feb 14, 2018 | Jun 2, 2025 |
The rule
- Registrations ended
- Feb 14, 2018
- Registered next
- Jul 7, 2023 to Jun 2, 2025
- Branch state
- WI
- Cities
- 2, most in Green Bay, Wi
- Registered there that day
- 179 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape