DFX Intelligence

RIA 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

6 advisors left C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Grant CraigGreen Bay, WiDec 1, 2025Dec 9, 2025
Christopher Michael LamalGreen Bay, WiDec 1, 2025Dec 1, 2025
Nicole Davison KrusicGreen Bay, WiDec 1, 2025Dec 1, 2025
Russell J OlsonGreen Bay, WiDec 1, 2025Dec 1, 2025
Ryan James SpieringGreen Bay, WiDec 1, 2025Dec 1, 2025
Amanda Christine HanleyGreen Bay, WiDec 2, 2025Dec 1, 2025
The rule
Registrations ended
Dec 1, 2025 to Dec 2, 2025
Registered next
Dec 1, 2025 to Dec 9, 2025
Branch state
WI
Cities
1, most in Green Bay, Wi
Registered there that day
3,128 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••