DFX Intelligence
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Team lift-out
2 advisors left N•••••• W••••• M••••••••• for E••••• J••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Darrick Edward Munsch | Neenah, Wi | Jul 1, 2024 | Jun 28, 2024 |
| Ryan Joseph Gregory | Green Bay, Wi | Jul 1, 2024 | Jul 12, 2024 |
The rule
- Registrations ended
- Jul 1, 2024
- Registered next
- Jun 28, 2024 to Jul 12, 2024
- Branch state
- WI
- Cities
- 2, most in Neenah, Wi
- Registered there that day
- 32 (people still on IAPD; an estimate)
- Share of that headcount
- 6.3%
- Succession by the destination
- none on the tape