DFX Intelligence
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3 advisors left S•••••• A••••••• for M••••• G••••• A••••••• I•••
Firm absorbedjoined M••••• G••••• A••••••• I•••
No date on record · this record
No date on record · this record
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kristen Ann Cordell | Portage, Mi | Jul 5, 2023 | May 26, 2022 |
| Lori Jo Bumgart | Portage, Mi | Jul 5, 2023 | Jun 17, 2022 |
| Madeline Bradley | Portage, Mi | Jul 5, 2023 | Sep 17, 2024 |
The rule
- Registrations ended
- Jul 5, 2023
- Registered next
- May 26, 2022 to Sep 17, 2024
- Branch state
- MI
- Cities
- 1, most in Portage, Mi
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape