DFX Intelligence
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Team lift-out
4 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for I••••••••• F•••••••• G••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Terri Z Buechner | Mcfarland, Wi | May 17, 2021 | May 7, 2021 |
| Thomas Leslie Dahl | Mcfarland, Wi | May 17, 2021 | Jan 1, 2025 |
| Zachary Dahl | Sauk City, Wi | May 17, 2021 | Jan 1, 2025 |
| Matthew T Newman | Middleton, Wi | May 20, 2021 | Jan 1, 2025 |
The rule
- Registrations ended
- May 17, 2021 to May 20, 2021
- Registered next
- May 7, 2021 to Jan 1, 2025
- Branch state
- WI
- Cities
- 3, most in Middleton, Wi
- Registered there that day
- 2,928 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape