DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for C••• F•••••••• S•••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brad Anton Roethlisberger | Shawano, Wi | Feb 6, 2023 | Jan 23, 2023 |
| Dana Michelle Mcvey | Green Bay, Wi | Feb 6, 2023 | Jan 23, 2023 |
The rule
- Registrations ended
- Feb 6, 2023
- Registered next
- Jan 23, 2023
- Branch state
- WI
- Cities
- 2, most in Shawano, Wi
- Registered there that day
- 14,211 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape