DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for M••••••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Arthur Hayett | Waukesha, Wi | Dec 5, 2023 | Apr 12, 2024 |
| Jason L Behr | Waukesha, Wi | Dec 5, 2023 | Dec 1, 2023 |
The rule
- Registrations ended
- Dec 5, 2023
- Registered next
- Dec 1, 2023 to Apr 12, 2024
- Branch state
- WI
- Cities
- 1, most in Waukesha, Wi
- Registered there that day
- 5,536 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape