DFX Intelligence
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Team lift-out
2 advisors left E•••••••• A•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Christian Bortz | Milwaukee, Wi | Jun 10, 2020 | May 19, 2020 |
| Robert Edward Bortz | Brookfield, Wi | Jun 10, 2020 | May 19, 2020 |
The rule
- Registrations ended
- Jun 10, 2020
- Registered next
- May 19, 2020
- Branch state
- WI
- Cities
- 2, most in Brookfield, Wi
- Registered there that day
- 2,510 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape