DFX Intelligence
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Team lift-out
2 advisors left M••••• F••• M••••••••• C• for W•••••• M••• • A••••••••• I••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frank Stephen Arvai | Troy, Mi | Dec 31, 2018 | May 22, 2019 |
| Richard Jakob Keil | Troy, Mi | Dec 31, 2018 | Dec 18, 2024 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- May 22, 2019 to Dec 18, 2024
- Branch state
- MI
- Cities
- 1, most in Troy, Mi
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape