DFX Intelligence

RIA Intelligence

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5 advisors left I••••••••• F•••••••• P••••••• for I••••••••• A•••••• A•••••••• L••

Team lift-outjoined I••••••••• A•••••• A•••••••• L••
No date on record · this record
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Collin Barrett DawesGrand Rapids, MiDec 12, 2018Dec 13, 2018
Nicole Marie DawesGrand Rapids, MiDec 12, 2018Dec 13, 2018
Todd Robert Vander LugtHolland, MiDec 17, 2018Oct 22, 2018
Bryan Matthew WieferichMt Pleasant, MiDec 27, 2018Oct 22, 2018
Jared Lee EnsingHolland, MiDec 27, 2018Oct 22, 2018
The rule
Registrations ended
Dec 12, 2018 to Dec 27, 2018
Registered next
Oct 22, 2018 to Dec 13, 2018
Branch state
MI
Cities
3, most in Grand Rapids, Mi
Registered there that day
345 (people still on IAPD; an estimate)
Share of that headcount
1.4%
Succession by the destination
none on the tape
Other teams out of I••••••••• F•••••••• P•••••••Other teams into I••••••••• A•••••• A•••••••• L••