DFX Intelligence
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Team lift-out
3 advisors left E•••••••• A•••••••• L•• for A••••••••• F•••••••• S•••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jay Douglas Haberkorn | Middleton, Wi | Jul 15, 2024 | Jul 12, 2024 |
| John Scott Woodin | Milwaukee, Wi | Jul 16, 2024 | Jul 16, 2024 |
| Dane Tanner Zaher | Middleton, Wi | Jul 22, 2024 | Jul 12, 2024 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Jul 15, 2024 to Jul 22, 2024
- Registered next
- Jul 12, 2024 to Jul 16, 2024
- Branch state
- WI
- Cities
- 2, most in Middleton, Wi
- Registered there that day
- 3,597 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape