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.
Team lift-out
2 advisors left O•••• W•••••• I••• for B•••••••• A••••••• S•••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sarah Jean Kempf Kopesky | Muskego, Wi | Sep 11, 2024 | Jan 2, 2025 |
| Thomas Leroy Deppe | Muskego, Wi | Sep 11, 2024 | Aug 8, 2024 |
The rule
- Registrations ended
- Sep 11, 2024
- Registered next
- Aug 8, 2024 to Jan 2, 2025
- Branch state
- WI
- Cities
- 1, most in Muskego, Wi
- Registered there that day
- 6,426 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape