DFX Intelligence
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Team lift-out
4 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for S••••••••• W••••• • T•• S••••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Lyle Schoelzel | Appleton, Wi | Oct 31, 2024 | Oct 21, 2024 |
| Scott Hackl | Appleton, Wi | Oct 31, 2024 | Oct 21, 2024 |
| Tina Faye Moore | Appleton, Wi | Oct 31, 2024 | Oct 21, 2024 |
| Brian M. Much | Appleton, Wi | Nov 1, 2024 | Oct 21, 2024 |
The rule
- Registrations ended
- Oct 31, 2024 to Nov 1, 2024
- Registered next
- Oct 21, 2024
- Branch state
- WI
- Cities
- 1, most in Appleton, Wi
- Registered there that day
- 3,483 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape