DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left L•• F•••••••• L•• for C••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Debra Ellen RanguetteFort Atkinson, WiJun 20, 2018Jun 12, 2018
Taylor Robert SmithymanFort Atkinson, WiJun 20, 2018Jun 12, 2018
Todd Alan WolffFort Atkinson, WiJun 20, 2018Jun 12, 2018
Thomas James NoelFort Atkinson, WiJun 28, 2018Jun 12, 2018
The rule
Registrations ended
Jun 20, 2018 to Jun 28, 2018
Registered next
Jun 12, 2018
Branch state
WI
Cities
1, most in Fort Atkinson, Wi
Registered there that day
7,873 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into C••• L••