DFX Intelligence
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Team lift-out
2 advisors left A• W••••• M••••••••• L•• for K••••••• F••••••••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jesse Josiah Becker | Eau Claire, Wi | Jul 30, 2025 | Jun 5, 2025 |
| Patrick J Couture | River Falls, Wi | Jul 30, 2025 | Jun 5, 2025 |
The rule
- Registrations ended
- Jul 30, 2025
- Registered next
- Jun 5, 2025
- Branch state
- WI
- Cities
- 2, most in River Falls, Wi
- Registered there that day
- 422 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape