DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce Gregory Pienton | Grand Rapids, Mi | May 24, 2023 | Dec 1, 2025 |
| Scott Richard O'Mara | Grand Rapids, Mi | May 24, 2023 | May 18, 2023 |
The rule
- Registrations ended
- May 24, 2023
- Registered next
- May 18, 2023 to Dec 1, 2025
- Branch state
- MI
- Cities
- 1, most in Grand Rapids, Mi
- Registered there that day
- 13,732 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape