DFX Intelligence
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Team lift-out
2 advisors left C• A••••••• S••••••• for K••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua J Nolby | Williamston, Mi | Jul 9, 2022 | Jun 18, 2021 |
| Karen Elizabeth Stay | Williamston, Mi | Jul 9, 2022 | Jun 18, 2021 |
The rule
- Registrations ended
- Jul 9, 2022
- Registered next
- Jun 18, 2021
- Branch state
- MI
- Cities
- 1, most in Williamston, Mi
- Registered there that day
- 63 (people still on IAPD; an estimate)
- Share of that headcount
- 3.2%
- Succession by the destination
- none on the tape