DFX Intelligence
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Team lift-out
2 advisors left N•••••• W••••• M••••••••• for R•• C•••••• M••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alison Ann Walker | Green Bay, Wi | Mar 9, 2021 | Feb 1, 2021 |
| Danny Lee Hanson | Sturgeon Bay, Wi | Mar 9, 2021 | Feb 22, 2021 |
The rule
- Registrations ended
- Mar 9, 2021
- Registered next
- Feb 1, 2021 to Feb 22, 2021
- Branch state
- WI
- Cities
- 2, most in Green Bay, Wi
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape