DFX Intelligence
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Team lift-out
2 advisors left V••• F•••••••• A•••••••• I••• for C••••• A•••••• N••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason L Sherman | Marinette, Wi | Jun 9, 2021 | Jun 9, 2021 |
| Lori Susalla Oancea | Marinette, Wi | Jun 9, 2021 | Jun 9, 2021 |
The rule
- Registrations ended
- Jun 9, 2021
- Registered next
- Jun 9, 2021
- Branch state
- WI
- Cities
- 1, most in Marinette, Wi
- Registered there that day
- 1,171 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape