DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left N••••••••• M••••• I••••••••• S••••••••• for B•••• W••• C••••••• L••
no RAUMtostate registeredOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kathleen Jo Wood | Milwaukee, Wi | Apr 16, 2024 | Feb 13, 2025 |
| Steven Mccabe Bruce | Milwaukee, Wi | Apr 16, 2024 | Feb 13, 2025 |
The rule
- Registrations ended
- Apr 16, 2024
- Registered next
- Feb 13, 2025
- Branch state
- WI
- Cities
- 1, most in Milwaukee, Wi
- Registered there that day
- 1,748 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape