DFX Intelligence
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Team lift-out
2 advisors left C••••• I••••••••• A••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Allen Leppien | Traverse City, Mi | Jun 4, 2018 | May 15, 2018 |
| Joshua Jon Beitel | Traverse City, Mi | Jun 4, 2018 | May 15, 2018 |
The rule
- Registrations ended
- Jun 4, 2018
- Registered next
- May 15, 2018
- Branch state
- MI
- Cities
- 1, most in Traverse City, Mi
- Registered there that day
- 1,425 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape