DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left L•• F•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michelle Zebrowski | Madison, Wi | Nov 8, 2024 | Jan 24, 2025 |
| Christopher Fetzer | Waterloo, Wi | Nov 20, 2024 | Oct 25, 2024 |
The rule
- Registrations ended
- Nov 8, 2024 to Nov 20, 2024
- Registered next
- Oct 25, 2024 to Jan 24, 2025
- Branch state
- WI
- Cities
- 2, most in Madison, Wi
- Registered there that day
- 17,653 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape