DFX Intelligence
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Team lift-out
2 advisors left S••••••••• A•••••• A•••••••• I••• for C•••• B•••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregg Randall Fortune | West Bllomfield, Mi | Jun 14, 2024 | Mar 5, 2018 |
| Mark David Heisey | Allen Park, Mi | Jun 14, 2024 | Mar 1, 2018 |
The rule
- Registrations ended
- Jun 14, 2024
- Registered next
- Mar 1, 2018 to Mar 5, 2018
- Branch state
- MI
- Cities
- 2, most in West Bllomfield, Mi
- Registered there that day
- 1,743 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape