DFX Intelligence
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Team lift-out
2 advisors left P••• A••••• S••••••••• L•• for B•••••••• A•••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kurt W Zipp | Oconomowoc, Wi | Jun 16, 2021 | Jan 19, 2024 |
| Luke Elvin Joseph Will | Oconomowoc, Wi | Jun 16, 2021 | Jun 14, 2021 |
The rule
- Registrations ended
- Jun 16, 2021
- Registered next
- Jun 14, 2021 to Jan 19, 2024
- Branch state
- WI
- Cities
- 1, most in Oconomowoc, Wi
- Registered there that day
- 1,436 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape