DFX Intelligence
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Team lift-out
2 advisors left C•••••• F•••••••• S•••••••• I••• for C••••• • A••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kirk Leslie Domke | Brookfield, Wi | Jul 26, 2019 | Jul 29, 2019 |
| Shayne Lawrence Fickling | Middleton, Wi | Jul 30, 2019 | Jul 30, 2019 |
The rule
- Registrations ended
- Jul 26, 2019 to Jul 30, 2019
- Registered next
- Jul 29, 2019 to Jul 30, 2019
- Branch state
- WI
- Cities
- 2, most in Brookfield, Wi
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape