DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for W••••• E••••••••• A••••••• S•••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Nora Kay StraitMidland, MiJun 3, 2024Jun 12, 2024
Kathleen WoodsMidland, MiJun 4, 2024Jun 13, 2024
Leanne Nicole KovachMidland, MiJun 5, 2024Jun 3, 2024
Michael GavinMidland, MiJun 5, 2024Jun 3, 2024
The rule
Registrations ended
Jun 3, 2024 to Jun 5, 2024
Registered next
Jun 3, 2024 to Jun 13, 2024
Branch state
MI
Cities
1, most in Midland, Mi
Registered there that day
5,620 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into W••••• E••••••••• A••••••• S•••••••• L••