DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew T Heller | Kenosha, Wi | Dec 4, 2024 | Dec 2, 2024 |
| Thomas J Heller | Kenosha, Wi | Dec 4, 2024 | Dec 2, 2024 |
The rule
- Registrations ended
- Dec 4, 2024
- Registered next
- Dec 2, 2024
- Branch state
- WI
- Cities
- 1, most in Kenosha, Wi
- Registered there that day
- 6,801 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape