DFX Intelligence
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Firm absorbed
4 advisors left S•••••• A••••••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brent Walter Kerstetter | Portage, Mi | Mar 10, 2023 | May 24, 2022 |
| Elizabeth Felicia Yunker | Portage, Mi | Mar 10, 2023 | May 24, 2022 |
| Scott Michael Williams | Portage, Mi | Mar 10, 2023 | May 24, 2022 |
| Stephen Nicholas-Jenson Bond | Portage, Mi | Mar 10, 2023 | May 25, 2022 |
The rule
- Registrations ended
- Mar 10, 2023
- Registered next
- May 24, 2022 to May 25, 2022
- Branch state
- MI
- Cities
- 1, most in Portage, Mi
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 57%
- Succession by the destination
- none on the tape