DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for M•••• F•••••••• A•••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shawn Christena Quam-Schulz | Fitchburg, Wi | Nov 17, 2025 | Nov 17, 2025 |
| Steven Richard Fagan | Janesville, Wi | Nov 17, 2025 | Nov 19, 2025 |
The rule
- Registrations ended
- Nov 17, 2025
- Registered next
- Nov 17, 2025 to Nov 19, 2025
- Branch state
- WI
- Cities
- 1, most in Janesville, Wi
- Registered there that day
- 3,151 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape