DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for H•••••••• F•••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Connor J Koviak | Eau Claire, Wi | Oct 4, 2023 | Oct 27, 2023 |
| Heather Sue Vavra | Eau Claire, Wi | Oct 4, 2023 | Oct 27, 2023 |
The rule
- Registrations ended
- Oct 4, 2023
- Registered next
- Oct 27, 2023
- Branch state
- WI
- Cities
- 1, most in Eau Claire, Wi
- Registered there that day
- 2,866 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape