DFX Intelligence
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Team lift-out
2 advisors left S•• for P•• W••••• M•••••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Katherine Waltner | Ann Arbor, Mi | Oct 26, 2018 | Nov 13, 2018 |
| David Alan Herbeck | Livonia, Mi | Nov 7, 2018 | Dec 3, 2018 |
The rule
- Registrations ended
- Oct 26, 2018 to Nov 7, 2018
- Registered next
- Nov 13, 2018 to Dec 3, 2018
- Branch state
- MI
- Cities
- 2, most in Ann Arbor, Mi
- Registered there that day
- 526 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape