DFX Intelligence
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Team lift-out
2 advisors left P••••••••• B•••••••• S•••••••• I••• for S•••••••• F••••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Theodore Thomas Balthazor | Green Bay, Wi | Nov 9, 2018 | Nov 9, 2018 |
| Zach Michael Strube | Appleton, Wi | Nov 9, 2018 | Nov 9, 2018 |
The rule
- Registrations ended
- Nov 9, 2018
- Registered next
- Nov 9, 2018
- Branch state
- WI
- Cities
- 2, most in Green Bay, Wi
- Registered there that day
- 93 (people still on IAPD; an estimate)
- Share of that headcount
- 2.2%
- Succession by the destination
- none on the tape