DFX Intelligence
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Team lift-out
30 advisors left S•• I••••••••• I••• for W••••••• F•••••••• S•••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Edward Miller | Depere, Wi | Oct 19, 2017 | Oct 19, 2017 |
| Russell Eugene Kenitzer | Hales Corners, Wi | Oct 23, 2017 | Oct 20, 2017 |
| Bryan Larry Grant | Depere, Wi | Oct 26, 2017 | Oct 25, 2017 |
| Chase Anthony Vande Yacht | Green Bay, Wi | Oct 26, 2017 | Oct 25, 2017 |
| Daniel James Weber | New Holstein, Wi | Oct 26, 2017 | Oct 26, 2017 |
| Dominic A Reinerio | Depere, Wi | Oct 26, 2017 | Oct 25, 2017 |
| Gerald Paul Gillespie | De Pere, Wi | Oct 26, 2017 | Oct 25, 2017 |
| Julie J Woelfel | New Holstein, Wi | Oct 26, 2017 | Oct 26, 2017 |
| Karen Lynne Weber | New Holstein, Wi | Oct 26, 2017 | Oct 26, 2017 |
| Michael Lawrence Savolt | Appleton, Wi | Oct 26, 2017 | Oct 25, 2017 |
| Dustin Scott Soulek | Oneida, Wi | Oct 27, 2017 | Oct 27, 2017 |
| Kassie Ann Soulek | Oneida, Wi | Oct 27, 2017 | Oct 27, 2017 |
| Scott Comee Soulek | Green Bay, Wi | Oct 27, 2017 | Oct 27, 2017 |
| Juli Yvonne Mcneely | Spencer, Wi | Oct 30, 2017 | Oct 27, 2017 |
| Patrick Robert Macgrath | Appleton, Wi | Oct 30, 2017 | Oct 27, 2017 |
| Rebecca Jo Gonzalez | Appleton, Wi | Oct 30, 2017 | Oct 27, 2017 |
| Craig Eldon Schnuelle | Waukesha, Wi | Nov 1, 2017 | Nov 1, 2017 |
| David James Tassoul | Green Bay, Wi | Nov 1, 2017 | Oct 31, 2017 |
| Eric James Pelnar | Green Bay, Wi | Nov 1, 2017 | Oct 31, 2017 |
| Jason Lee Opie | Appleton, Wi | Nov 1, 2017 | Nov 1, 2017 |
| Steven Charles Johnson | Green Bay, Wi | Nov 1, 2017 | Oct 31, 2017 |
| Greg Alan Schroeder | Depere, Wi | Nov 2, 2017 | Nov 1, 2017 |
| Melody Marie Gressick | Watertown, Wi | Nov 2, 2017 | Nov 1, 2017 |
| Christopher Robert Brickheimer | Wausau, Wi | Nov 3, 2017 | Nov 3, 2017 |
| Michelle Bergmann | Wausau, Wi | Nov 3, 2017 | Nov 3, 2017 |
| Brooke A Crane-Acre | Appleton, Wi | Nov 10, 2017 | Nov 10, 2017 |
| Gregory Steven Casper | Sheboygan, Wi | Nov 10, 2017 | Nov 10, 2017 |
| Cynthia D O'Connell | Depere, Wi | Nov 15, 2017 | Nov 15, 2017 |
| Eric D Iwanski | Windsor, Wi | Nov 15, 2017 | Nov 15, 2017 |
| David Robert Demore | Elm Grove, Wi | Nov 16, 2017 | Nov 15, 2017 |
The rule
- Registrations ended
- Oct 19, 2017 to Nov 16, 2017
- Registered next
- Oct 19, 2017 to Nov 15, 2017
- Branch state
- WI
- Cities
- 14, most in Depere, Wi
- Registered there that day
- 392 (people still on IAPD; an estimate)
- Share of that headcount
- 7.7%
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.