DFX Intelligence
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Team lift-out
2 advisors left R•••• I••••••••• A••••••• L•• for A•••••••• C•••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Isaiah Smith | Kentwood, Mi | Jan 3, 2020 | Jan 16, 2020 |
| David Andrew Weiland | Kentwood, Mi | Jan 10, 2020 | Feb 18, 2020 |
The rule
- Registrations ended
- Jan 3, 2020 to Jan 10, 2020
- Registered next
- Jan 16, 2020 to Feb 18, 2020
- Branch state
- MI
- Cities
- 1, most in Kentwood, Mi
- Registered there that day
- 102 (people still on IAPD; an estimate)
- Share of that headcount
- 2.0%
- Succession by the destination
- none on the tape