DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left S•••••• N••••••• • C••••••• I••••••••• for A••••••••• F•••••••• S•••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul A Hees | Middleton, Wi | Jul 16, 2021 | Jul 9, 2021 |
| Darrah Lynette Tomas | Madison, Wi | Jul 23, 2021 | Jul 12, 2021 |
The rule
- Registrations ended
- Jul 16, 2021 to Jul 23, 2021
- Registered next
- Jul 9, 2021 to Jul 12, 2021
- Branch state
- WI
- Cities
- 2, most in Middleton, Wi
- Registered there that day
- 2,642 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape