DFX Intelligence
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2 advisors left U•• F•••••••• S••••••••• L•• for H••••••• • C••••••
Team lift-outjoined H••••••• • C••••••
No date on record · this record
No date on record · this record
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Versluis Hartwell | St Joseph, Mi | Oct 12, 2022 | Dec 1, 2022 |
| Ryan James Hartwell | St Joseph, Mi | Oct 12, 2022 | Jan 6, 2026 |
The rule
- Registrations ended
- Oct 12, 2022
- Registered next
- Dec 1, 2022 to Jan 6, 2026
- Branch state
- MI
- Cities
- 1, most in St Joseph, Mi
- Registered there that day
- 133 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape