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 V••• F•••••••• A•••••••• I••• for F•••••••• F•••••••• P••••••• N••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Apr 22, 2021 to May 3, 2021
- Registered next
- Apr 23, 2021 to Apr 27, 2021
- Branch state
- WI
- Cities
- 1, most in Lacrosse, Wi
- Registered there that day
- 1,218 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape