DFX Intelligence

RIA 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.

Team lift-out

9 advisors left W••••••• F•••••••• S•••••••• I••• for H•••••• I••••••••• I•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
James Earl EwingMadison, WiOct 26, 2016Oct 21, 2016
Lloyd Wendell MennengaMadison, WiOct 26, 2016Oct 21, 2016
Mark Alan ZierathMadison, WiOct 26, 2016Oct 21, 2016
Taylor John RobsonMadison, WiOct 26, 2016Oct 21, 2016
Tony Scott MennengaMadison, WiOct 26, 2016Oct 21, 2016
Marshall Deon MennengaMadison, WiOct 27, 2016Oct 21, 2016
Megan E DornMadison, WiOct 27, 2016Oct 21, 2016
Patrick Charles FosdickMadison, WiOct 27, 2016Oct 21, 2016
Royce P KurtzMadison, WiOct 27, 2016Oct 21, 2016
The rule
Registrations ended
Oct 26, 2016 to Oct 27, 2016
Registered next
Oct 21, 2016
Branch state
WI
Cities
1, most in Madison, Wi
Registered there that day
669 (people still on IAPD; an estimate)
Share of that headcount
1.3%
Succession by the destination
none on the tape
Other teams out of W••••••• F•••••••• S•••••••• I•••Other teams into H•••••• I••••••••• I•••