DFX 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
3 advisors left W••••••• F•••••••• S•••••••• I••• for T•••••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam David Gafner | Green Bay, Wi | May 29, 2020 | Jun 17, 2020 |
| David Alan Horn | Green Bay, Wi | May 29, 2020 | May 29, 2020 |
| Gary T Brewton | Green Bay, Wi | May 29, 2020 | Jun 17, 2020 |
The rule
- Registrations ended
- May 29, 2020
- Registered next
- May 29, 2020 to Jun 17, 2020
- Branch state
- WI
- Cities
- 1, most in Green Bay, Wi
- Registered there that day
- 1,186 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape