DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for R••••• W• B•••• • C•• I•••••••••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Ellen Scharf | Milwaukee, Wi | Sep 22, 2023 | Sep 1, 2023 |
| Robert Stan Nelson | Milwaukee, Wi | Sep 22, 2023 | Sep 26, 2023 |
The rule
- Registrations ended
- Sep 22, 2023
- Registered next
- Sep 1, 2023 to Sep 26, 2023
- Branch state
- WI
- Cities
- 1, most in Milwaukee, Wi
- Registered there that day
- 20,209 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape