DFX Intelligence

RIA 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

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brett Alan NaylorBay City, MiJan 17, 2024Jan 17, 2024
Sharyn DansaBay City, MiJan 17, 2024Jan 18, 2024
Adam Casey WohlscheidBay City, MiJan 18, 2024Jan 17, 2024
Joseph Wayne MaierBay City, MiJan 18, 2024Jan 17, 2024
Logan Michael MaierBay City, MiJan 18, 2024Jan 17, 2024
Gregory Scott DahlbergBay City, MiJan 19, 2024Jan 17, 2024
Michael Andrew WilcoxBay City, MiJan 19, 2024Jan 17, 2024
Wayne Charles MaierBay City, MiJan 19, 2024Jan 17, 2024
The rule
Registrations ended
Jan 17, 2024 to Jan 19, 2024
Registered next
Jan 17, 2024 to Jan 18, 2024
Branch state
MI
Cities
1, most in Bay City, Mi
Registered there that day
5,534 (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 L•• F•••••••• L••