DFX Intelligence
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Team lift-out
2 advisors left P••••••••• B•••••••• S•••••••• I••• for A••••• F••••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cameron Stacey Reed | Green Bay, Wi | Jul 23, 2020 | Jan 21, 2021 |
| Corey Michael Lashells | Green Bay, Wi | Jul 24, 2020 | Jan 21, 2021 |
The rule
- Registrations ended
- Jul 23, 2020 to Jul 24, 2020
- Registered next
- Jan 21, 2021
- Branch state
- WI
- Cities
- 1, most in Green Bay, Wi
- Registered there that day
- 108 (people still on IAPD; an estimate)
- Share of that headcount
- 1.9%
- Succession by the destination
- none on the tape