DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left U•• F•••••••• S••••••• I••• for R••••• W• B•••• • C•• I•••••••••

wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Courtney Lynn JustmannMadison, WiMar 22, 2024Mar 12, 2024
Kirk Michael HagerMadison, WiMar 22, 2024Mar 12, 2024
Matthew Michael PalmMadison, WiMar 22, 2024Mar 12, 2024
Michael G PalmMadison, WiMar 22, 2024Mar 12, 2024
Nicholas Scott PalmMadison, WiMar 22, 2024Mar 12, 2024
The rule
Registrations ended
Mar 22, 2024
Registered next
Mar 12, 2024
Branch state
WI
Cities
1, most in Madison, Wi
Registered there that day
8,819 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into R••••• W• B•••• • C•• I•••••••••