DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for H•••••• I••••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carina L Moreland | Stoughton, Wi | Mar 31, 2026 | Mar 17, 2026 |
| Joseph Robert Coleman | Stoughton, Wi | Mar 31, 2026 | Mar 17, 2026 |
The rule
- Registrations ended
- Mar 31, 2026
- Registered next
- Mar 17, 2026
- Branch state
- WI
- Cities
- 1, most in Stoughton, Wi
- Registered there that day
- 22,249 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape