DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for C••••••••• W•••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley J Palmersheim | Hudson, Wi | Nov 5, 2024 | Nov 4, 2024 |
| Harrison Scott Falteisek | Hudson, Wi | Nov 6, 2024 | Nov 1, 2024 |
The rule
- Registrations ended
- Nov 5, 2024 to Nov 6, 2024
- Registered next
- Nov 1, 2024 to Nov 4, 2024
- Branch state
- WI
- Cities
- 1, most in Hudson, Wi
- Registered there that day
- 6,823 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape