DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for C••••• A•••••• N••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Emery Schutz | Madison, Wi | Apr 5, 2021 | Mar 26, 2021 |
| Randy Wayne Schwartz | Madison, Wi | Apr 5, 2021 | Mar 26, 2021 |
The rule
- Registrations ended
- Apr 5, 2021
- Registered next
- Mar 26, 2021
- Branch state
- WI
- Cities
- 1, most in Madison, Wi
- Registered there that day
- 1,534 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape