DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua D Kassulke | Kenosha, Wi | May 8, 2018 | Apr 11, 2018 |
| Sarah Kathleen Wiersma | Juneau, Wi | May 17, 2018 | May 11, 2018 |
The rule
- Registrations ended
- May 8, 2018 to May 17, 2018
- Registered next
- Apr 11, 2018 to May 11, 2018
- Branch state
- WI
- Cities
- 2, most in Kenosha, Wi
- Registered there that day
- 7,820 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape