DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for S••••••• C••••••••• L••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexa Jo KaneDexter, MiOct 11, 2021Oct 1, 2021
Jessica Erin GrybelFlint, MiOct 11, 2021Oct 1, 2021
Melissa Nicole JoyDexter, MiOct 11, 2021Oct 1, 2021
Sheryl Elaine StephensFlint, MiOct 11, 2021Oct 1, 2021
Tyler Joel StephensFlint, MiOct 11, 2021Oct 1, 2021
Jason Alan GuentherFlint, MiOct 19, 2021Oct 1, 2021
Jill Raeanne CarrFlint, MiOct 19, 2021Oct 1, 2021
Melissa Alice FradenburgGrosse Pointe Farms, MiOct 19, 2021Oct 1, 2021
The rule
Registrations ended
Oct 11, 2021 to Oct 19, 2021
Registered next
Oct 1, 2021
Branch state
MI
Cities
2, most in Flint, Mi
Registered there that day
4,917 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into S••••••• C••••••••• L••