DFX Intelligence
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Firm absorbed
3 advisors left E•••••••• F•••••••• I••••••••• L•• for T••• F••••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Keturah Kay Cox | Middleton, Wi | Dec 31, 2020 | Jul 8, 2021 |
| Nicholas Jay Toman | Middleton, Wi | Dec 31, 2020 | Mar 2, 2020 |
| Peter Michael Cymbalak | Middleton, Wi | Dec 31, 2020 | Feb 24, 2020 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Feb 24, 2020 to Jul 8, 2021
- Branch state
- WI
- Cities
- 1, most in Middleton, Wi
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape