DFX Intelligence
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Team lift-out
2 advisors left T•••• A•••••••• L•• for A••••••• W••••• A•••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregg S Lentz | Waukesha, Wi | May 29, 2018 | Jun 1, 2018 |
| Matt Porter | New Berlin, Wi | May 29, 2018 | Jun 1, 2018 |
The rule
- Registrations ended
- May 29, 2018
- Registered next
- Jun 1, 2018
- Branch state
- WI
- Cities
- 2, most in Waukesha, Wi
- Registered there that day
- 107 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape