DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••• P••••••• I••••••••• A•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher J Figaro | Madison, Wi | Jul 24, 2023 | Jun 10, 2024 |
| Erik S Clay | Madison, Wi | Jul 24, 2023 | Jun 10, 2024 |
The rule
- Registrations ended
- Jul 24, 2023
- Registered next
- Jun 10, 2024
- Branch state
- WI
- Cities
- 1, most in Madison, Wi
- Registered there that day
- 23,577 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape