DFX Intelligence
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Team lift-out
2 advisors left M•• I•••••••• S•••••••• L•• for P•••••••• S••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Andrew Woodbury | Wauwatosa, Wi | Feb 3, 2025 | Jan 27, 2025 |
| Jennifer Sue Torgrude | Kimberly, Wi | Feb 3, 2025 | Feb 6, 2025 |
The rule
- Registrations ended
- Feb 3, 2025
- Registered next
- Jan 27, 2025 to Feb 6, 2025
- Branch state
- WI
- Cities
- 2, most in Wauwatosa, Wi
- Registered there that day
- 4,442 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape