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.
Team lift-out
3 advisors left H•• A••••••• S••••••• L•• for C•• I••••••••• I••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Anthony Perko | Mears, Mi | Jun 9, 2017 | Apr 13, 2020 |
| Kendra Kay Simon | Grandville, Mi | Jun 9, 2017 | Jan 1, 2025 |
| Adam John Simon | Macomb, Mi | Jun 14, 2017 | Jun 15, 2017 |
The rule
- Registrations ended
- Jun 9, 2017 to Jun 14, 2017
- Registered next
- Jun 15, 2017 to Jan 1, 2025
- Branch state
- MI
- Cities
- 3, most in Mears, Mi
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 8.8%
- Succession by the destination
- none on the tape