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.
Firm absorbed
5 advisors left B•••• T•••• I••••••••• S••••••• for B•••• T•••• W••••• M••••••••• L••
institutionaltomixed wealthOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Lee Bawcum | Madison, Wi | Dec 26, 2020 | Dec 23, 2020 |
| Jeffrey Arthur Messer | Madison, Wi | Dec 26, 2020 | Dec 23, 2020 |
| Mark Thomas Rochford | Madison, Wi | Dec 26, 2020 | Dec 23, 2020 |
| Timothy Robert Sutton | Madison, Wi | Dec 26, 2020 | Dec 23, 2020 |
The rule
- Registrations ended
- Dec 26, 2020
- Registered next
- Dec 23, 2020
- Branch state
- WI
- Cities
- 1, most in Madison, Wi
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 71%
- Succession by the destination
- none on the tape