DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for J• W• C••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brooke Palmer | Sauk City, Wi | Jul 14, 2025 | Jul 1, 2025 |
| Claire Ann Walmer | Merrimac, Wi | Jul 14, 2025 | Jul 1, 2025 |
The rule
- Registrations ended
- Jul 14, 2025
- Registered next
- Jul 1, 2025
- Branch state
- WI
- Cities
- 1, most in Sauk City, Wi
- Registered there that day
- 20,644 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape