DFX Intelligence
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Team lift-out
4 advisors left P•••••••• S••••••••• I••• for W••••••••• A••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Michael Klemczak | Lansing, Mi | Apr 27, 2020 | Mar 16, 2021 |
| Nicholas Brandon Pope | Lansing, Mi | Apr 27, 2020 | Apr 20, 2020 |
| Amanda Jean Beeler | Lansing, Mi | May 7, 2020 | Apr 18, 2020 |
| Reuben David Levinsohn | Lansing, Mi | May 7, 2020 | Apr 20, 2020 |
The rule
- Registrations ended
- Apr 27, 2020 to May 7, 2020
- Registered next
- Apr 18, 2020 to Mar 16, 2021
- Branch state
- MI
- Cities
- 1, most in Lansing, Mi
- Registered there that day
- 1,027 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape