DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left H••••••••• N•••• W••••• A•••••••• I••• for V••••• C•••••• P•••••••
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julie Marie-Rafferty Quick | Belmont, Mi | Jul 20, 2015 | Jun 29, 2015 |
| Sandra Marie Kerr | Belmont, Mi | Jul 20, 2015 | Jun 29, 2015 |
| Thomas Wesley Duncan | Northville, Mi | Jul 20, 2015 | Jul 17, 2015 |
The rule
- Registrations ended
- Jul 20, 2015
- Registered next
- Jun 29, 2015 to Jul 17, 2015
- Branch state
- MI
- Cities
- 2, most in Belmont, Mi
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape