DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christine M UlliusMinocqua, WiSep 3, 2019Aug 30, 2019
Frederick Gary WotrubaMinocqua, WiSep 3, 2019Aug 30, 2019
John G HilbertMinocqua, WiSep 3, 2019Aug 30, 2019
John Michael BennettMinocqua, WiSep 3, 2019Aug 30, 2019
Kurt Duane VeldhuizenMinocqua, WiSep 3, 2019Aug 30, 2019
Matthew A KockMinocqua, WiSep 3, 2019Aug 30, 2019
Susan F KnapsteinMinocqua, WiSep 3, 2019Aug 30, 2019
The rule
Registrations ended
Sep 3, 2019
Registered next
Aug 30, 2019
Branch state
WI
Cities
1, most in Minocqua, Wi
Registered there that day
21,171 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into R•• C•••••• M••••••• L••