DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for C••••• I••••••••• A••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Jones | Fond Du Lac, Wi | Dec 23, 2025 | Dec 15, 2025 |
| James Taylor | Fond Du Lac, Wi | Dec 23, 2025 | Dec 15, 2025 |
| Lynn Haefs | Fond Du Lac, Wi | Dec 23, 2025 | Dec 15, 2025 |
| Shawn Longley | Fond Du Lac, Wi | Dec 23, 2025 | Dec 15, 2025 |
The rule
- Registrations ended
- Dec 23, 2025
- Registered next
- Dec 15, 2025
- Branch state
- WI
- Cities
- 1, most in Fond Du Lac, Wi
- Registered there that day
- 3,453 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape