DFX Intelligence
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Team lift-out
2 advisors left W••••••• F•••••••• S•••••••• I••• for M•••• F•••••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy Michael Reis | West Bend, Wi | Jun 13, 2023 | Jun 12, 2023 |
| Zachary I Campbell | West Bend, Wi | Jun 13, 2023 | Jun 12, 2023 |
The rule
- Registrations ended
- Jun 13, 2023
- Registered next
- Jun 12, 2023
- Branch state
- WI
- Cities
- 1, most in West Bend, Wi
- Registered there that day
- 1,329 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape