DFX Intelligence
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Team lift-out
2 advisors left S••••••• F•••••••• S•••••••• I••• for W••••••• F•••••••• S•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kelsey Nicole Hunter | Southfield, Mi | Mar 6, 2023 | Mar 6, 2023 |
| Zachary Hunter Snyder | Southfield, Mi | Mar 7, 2023 | Mar 6, 2023 |
The rule
- Registrations ended
- Mar 6, 2023 to Mar 7, 2023
- Registered next
- Mar 6, 2023
- Branch state
- MI
- Cities
- 1, most in Southfield, Mi
- Registered there that day
- 937 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape