DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left O•••• W•••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Connor Frederick HeckFond Du Lac, WiFeb 4, 2026Feb 2, 2026
Jacob Thomas NorlanderFond Du Lac, WiFeb 4, 2026Feb 2, 2026
Kristen Anne CrassFond Du Lac, WiFeb 4, 2026Feb 2, 2026
Greg Shane LavinFond Du Lac, WiFeb 5, 2026Feb 2, 2026
The rule
Registrations ended
Feb 4, 2026 to Feb 5, 2026
Registered next
Feb 2, 2026
Branch state
WI
Cities
1, most in Fond Du Lac, Wi
Registered there that day
7,894 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of O•••• W•••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••