DFX Intelligence

RIA Intelligence

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Firm absorbed

11 advisors left F•••••••• W••••• M••••••••• L•• for S••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James Matthew HaygoodMiddleton, WiDec 9, 2021Dec 3, 2021
John Colburn ClarkeMiddleton, WiDec 9, 2021Dec 3, 2021
Keith Gerald LueckMiddleton, WiDec 9, 2021Dec 3, 2021
Lillie F PerryMiddleton, WiDec 9, 2021Dec 3, 2021
Noah James TostrudMiddleton, WiDec 9, 2021Dec 3, 2021
Robert Oliver KlitzkeMiddleton, WiDec 9, 2021Dec 7, 2021
Scott Lyle KornstedtMiddleton, WiDec 9, 2021Dec 3, 2021
Shirlene D ChartMiddleton, WiDec 9, 2021Dec 3, 2021
Stephen Francis FullerMiddleton, WiDec 9, 2021Dec 3, 2021
Travis Richard CliffMiddleton, WiDec 9, 2021Dec 3, 2021
Zach Donald MeulemansMiddleton, WiDec 9, 2021Dec 3, 2021
The rule
Registrations ended
Dec 9, 2021
Registered next
Dec 3, 2021 to Dec 7, 2021
Branch state
WI
Cities
1, most in Middleton, Wi
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F•••••••• W••••• M••••••••• L••Other teams into S••••• W••••• M•••••••••