DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left C••••••••• F•••••••• N•••••• for O•••• W•••••• I•••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon James MasbruchPlatteville, WiAug 20, 2026Aug 18, 2026
Eric D IwanskiMadison, WiAug 20, 2026Aug 18, 2026
Jackson ClementsFitchburg, WiAug 20, 2026Aug 18, 2026
Jacqueline Morin FrazeeMadison, WiAug 20, 2026Aug 27, 2026
Jason Douglas ReynoldsFitchburg, WiAug 20, 2026Aug 26, 2026
Matthew Mark CuplinPrairie Du Sac, WiAug 20, 2026Aug 18, 2026
Nicholas KreyFitchburg, WiAug 20, 2026Aug 18, 2026
The rule
Registrations ended
Aug 20, 2026
Registered next
Aug 18, 2026 to Aug 27, 2026
Branch state
WI
Cities
4, most in Fitchburg, Wi
Registered there that day
2,926 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into O•••• W•••••• I•••