DFX Intelligence
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Team lift-out
2 advisors left C••••• A•••••• N••••••• L•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tracy Neal Adams | Muskegon, Mi | Dec 5, 2018 | Dec 6, 2018 |
| Wendi Pamela Lee Diacono | Farmington Hills, Mi | Dec 8, 2018 | Dec 7, 2018 |
The rule
- Registrations ended
- Dec 5, 2018 to Dec 8, 2018
- Registered next
- Dec 6, 2018 to Dec 7, 2018
- Branch state
- MI
- Cities
- 2, most in Muskegon, Mi
- Registered there that day
- 479 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape