DFX Intelligence
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Team lift-out
2 advisors left N•••••• W••••• M••••••••• for R••••• W• B•••• • C•• I•••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Michael Madson | Green Bay, Wi | Nov 13, 2023 | Nov 9, 2023 |
| Jacob Thomas Crosby | Green Bay, Wi | Nov 13, 2023 | Nov 9, 2023 |
The rule
- Registrations ended
- Nov 13, 2023
- Registered next
- Nov 9, 2023
- Branch state
- WI
- Cities
- 1, most in Green Bay, 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