DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for A••••••••• F•••••••• S•••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dan Paul Augustine | Waukesha, Wi | Apr 21, 2023 | Apr 21, 2023 |
| Jeffery Dale Isaacson | Eagle River, Wi | Apr 21, 2023 | Apr 25, 2023 |
The rule
- Registrations ended
- Apr 21, 2023
- Registered next
- Apr 21, 2023 to Apr 25, 2023
- Branch state
- WI
- Cities
- 2, most in Eagle River, Wi
- Registered there that day
- 2,955 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape