DFX 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
2 advisors left B••• W•••• A•••• M••••••••• for L•• F•••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Lee Stites | Grand Rapids, Mi | Feb 15, 2018 | Feb 14, 2018 |
| Robert Wayne Stites | Grand Rapids, Mi | Feb 15, 2018 | Feb 14, 2018 |
The rule
- Registrations ended
- Feb 15, 2018
- Registered next
- Feb 14, 2018
- Branch state
- MI
- Cities
- 1, most in Grand Rapids, Mi
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape