DFX Intelligence
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Team lift-out
3 advisors left P•••••••• S••••••••• I••• for V•••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob John Welch | Onalaska, Wi | Jul 24, 2019 | Jul 18, 2019 |
| Kristy Lyn Peters | Onalaska, Wi | Jul 24, 2019 | Jul 18, 2019 |
| Joshua Thomas Lieder | Wauwatosa, Wi | Jul 26, 2019 | Jul 18, 2019 |
The rule
- Registrations ended
- Jul 24, 2019 to Jul 26, 2019
- Registered next
- Jul 18, 2019
- Branch state
- WI
- Cities
- 2, most in Onalaska, Wi
- Registered there that day
- 973 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape