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
Polly L RoeserGreen Bay, WiFeb 25, 2020Feb 24, 2020
Terry A RentmeesterGreen Bay, WiFeb 25, 2020Feb 24, 2020
David J TilkensGreen Bay, WiFeb 26, 2020Feb 24, 2020
Mark Edward CapomaccioGreen Bay, WiFeb 26, 2020Feb 26, 2020
Richard E VezinaGreen Bay, WiFeb 26, 2020Feb 24, 2020
Robert E PratelGreen Bay, WiFeb 26, 2020Feb 24, 2020
Trent C NelsonGreen Bay, WiFeb 26, 2020Feb 24, 2020
Trevor Jaeck SkaggsGreen Bay, WiFeb 26, 2020Feb 24, 2020
The rule
Registrations ended
Feb 25, 2020 to Feb 26, 2020
Registered next
Feb 24, 2020 to Feb 26, 2020
Branch state
WI
Cities
1, most in Green Bay, Wi
Registered there that day
21,685 (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••