DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for ••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Ryan Eppler | Ann Arbor, Mi | Apr 30, 2024 | Apr 26, 2024 |
| Neil Andrew Weissman | Ann Arbor, Mi | Apr 30, 2024 | Apr 26, 2024 |
| Robert Eppler | Ann Arbor, Mi | Apr 30, 2024 | Apr 26, 2024 |
| Peter Joseph Lenart | Ann Arbor, Mi | May 1, 2024 | Apr 26, 2024 |
| Ronald William Eppler | Ann Arbor, Mi | May 1, 2024 | Apr 26, 2024 |
The rule
- Registrations ended
- Apr 30, 2024 to May 1, 2024
- Registered next
- Apr 26, 2024
- Branch state
- MI
- Cities
- 1, most in Ann Arbor, Mi
- Registered there that day
- 13,654 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape