DFX Intelligence
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Team lift-out
3 advisors left M•• I•••••••• S•••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Caden Robert Lee | Madison, Wi | Mar 17, 2026 | Apr 23, 2026 |
| Jordan John Olson | Madison, Wi | Mar 17, 2026 | Apr 23, 2026 |
| Joseph Michael Bozo | Madison, Wi | Mar 17, 2026 | Apr 22, 2026 |
The rule
- Registrations ended
- Mar 17, 2026
- Registered next
- Apr 22, 2026 to Apr 23, 2026
- Branch state
- WI
- Cities
- 1, most in Madison, Wi
- Registered there that day
- 4,843 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape