DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left S•• for B••••• C•••••• M••••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory John Bonzagni | Ann Arbor, Mi | Nov 3, 2021 | Feb 4, 2022 |
| Joshua Smith | Ann Arbor, Mi | Nov 3, 2021 | Feb 3, 2022 |
The rule
- Registrations ended
- Nov 3, 2021
- Registered next
- Feb 3, 2022 to Feb 4, 2022
- Branch state
- MI
- Cities
- 1, most in Ann Arbor, Mi
- Registered there that day
- 537 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape