DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Charles Gomez | Mequon, Wi | Jun 26, 2026 | Jun 12, 2026 |
| Kirk Thomas Thode | Mequon, Wi | Jul 10, 2026 | Jun 10, 2026 |
The rule
- Registrations ended
- Jun 26, 2026 to Jul 10, 2026
- Registered next
- Jun 10, 2026 to Jun 12, 2026
- Branch state
- WI
- Cities
- 1, most in Mequon, Wi
- Registered there that day
- 22,801 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape