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

4 advisors left L•• F•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Dina Lee LoomisMarinette, WiNov 24, 2021Nov 12, 2021
Hunter Lee MansMarinette, WiNov 24, 2021Nov 12, 2021
Paul Matthew AftanasOconto, WiNov 24, 2021Nov 12, 2021
Samuel David HoferMarinette, WiNov 24, 2021Nov 12, 2021
The rule
Registrations ended
Nov 24, 2021
Registered next
Nov 12, 2021
Branch state
WI
Cities
2, most in Marinette, Wi
Registered there that day
12,538 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into C•••••••• I••••••••• R••••••• A•••••••• I•••