DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Stewart | Jackson, Mi | Aug 12, 2024 | Aug 2, 2024 |
| Bradley Clark | Jackson, Mi | Aug 13, 2024 | Aug 2, 2024 |
| Gabriel Davis | Jackson, Mi | Aug 13, 2024 | Aug 2, 2024 |
| James Grace | Jackson, Mi | Aug 13, 2024 | Aug 2, 2024 |
| Frank Lusebrink | Jackson, Mi | Aug 14, 2024 | Aug 2, 2024 |
The rule
- Registrations ended
- Aug 12, 2024 to Aug 14, 2024
- Registered next
- Aug 2, 2024
- Branch state
- MI
- Cities
- 1, most in Jackson, Mi
- Registered there that day
- 2,908 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape