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Team lift-out

5 advisors left I••••••••• F•••••••• G••••• L•• for A•••••• W••••• M••••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brett NowatskeDelafield, WiApr 20, 2026Apr 23, 2026
Christine Marie SenglaubDelafield, WiApr 20, 2026Apr 20, 2026
Craig Donald RuschDelafield, WiApr 20, 2026Apr 22, 2026
James MccourtDelafield, WiApr 20, 2026Apr 22, 2026
Jeffrey William SenglaubDelafield, WiApr 20, 2026Apr 22, 2026
The rule
Registrations ended
Apr 20, 2026
Registered next
Apr 20, 2026 to Apr 23, 2026
Branch state
WI
Cities
1, most in Delafield, Wi
Registered there that day
478 (people still on IAPD; an estimate)
Share of that headcount
1.0%
Succession by the destination
none on the tape