DFX Intelligence
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Team lift-out
2 advisors left C••••• I••••••••• A••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Randy Wayne Schwartz | Madison, Wi | Apr 14, 2026 | Apr 10, 2026 |
| James Emery Schutz | Madison, Wi | Apr 15, 2026 | Apr 15, 2026 |
The rule
- Registrations ended
- Apr 14, 2026 to Apr 15, 2026
- Registered next
- Apr 10, 2026 to Apr 15, 2026
- Branch state
- WI
- Cities
- 1, most in Madison, Wi
- Registered there that day
- 10,185 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape