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 U•• F•••••••• S••••••• I••• for A••••••••• F•••••••• S•••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jon Edward Bloomer | Madison, Wi | Sep 1, 2020 | Aug 21, 2020 |
| Ross Alexander Fedenia | Madison, Wi | Sep 1, 2020 | Aug 21, 2020 |
The rule
- Registrations ended
- Sep 1, 2020
- Registered next
- Aug 21, 2020
- Branch state
- WI
- Cities
- 1, most in Madison, Wi
- Registered there that day
- 7,809 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape