DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left G•••••• W••••• P•••••••• L•• for O•••••••• F•••••••• S••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Carl James ReedAppleton, WiSep 26, 2023Sep 22, 2023
Erin Kae GilbertAppleton, WiSep 26, 2023Sep 22, 2023
Erin Nicole LaukhufAppleton, WiSep 26, 2023Sep 22, 2023
Graig StettnerAppleton, WiSep 26, 2023Sep 22, 2023
Jordan ArnoldAppleton, WiSep 26, 2023Sep 25, 2023
Seth David GerberAppleton, WiSep 26, 2023Sep 22, 2023
Tamela Jean SperrAppleton, WiSep 26, 2023Sep 22, 2023
The rule
Registrations ended
Sep 26, 2023
Registered next
Sep 22, 2023 to Sep 25, 2023
Branch state
WI
Cities
1, most in Appleton, Wi
Registered there that day
46 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape
Other teams out of G•••••• W••••• P•••••••• L••Other teams into O•••••••• F•••••••• S••••••• L••