DFX Intelligence
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Team lift-out
2 advisors left T••••••• I••••••••• M••••••••• I••• for A•••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Robert Jensen | New London, Wi | Sep 6, 2023 | Jan 1, 2025 |
| Charity Lynn Schiltz | Madison, Wi | Sep 7, 2023 | Sep 5, 2023 |
The rule
- Registrations ended
- Sep 6, 2023 to Sep 7, 2023
- Registered next
- Sep 5, 2023 to Jan 1, 2025
- Branch state
- WI
- Cities
- 2, most in New London, Wi
- Registered there that day
- 2,277 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape