DFX Intelligence

RIA Intelligence

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Team lift-out

11 advisors left I••••••••• C•••••• C••• I••• for F•• A•••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Christopher GrubiusWarren, MiDec 15, 2022Aug 30, 2017
Albert Scott CarlsonWarren, MiDec 15, 2022Oct 9, 2017
Jeffery Jay BleimWarren, MiDec 15, 2022Aug 30, 2017
Jeffrey David MedvedikWarren, MiDec 15, 2022Jan 9, 2025
John Lawrence SaugerWarren, MiDec 15, 2022Aug 30, 2017
Mark Anthony VirostickWarren, MiDec 15, 2022Aug 30, 2017
Michael Leonard WallaceGrand Rapids, MiDec 15, 2022Sep 1, 2017
Michael Vincent SpicaWarren, MiDec 15, 2022Aug 30, 2017
Nicholas Andrew ShaheenWarren, MiDec 15, 2022Jul 7, 2017
Richard Dean TrombleyWarren, MiDec 15, 2022Aug 30, 2017
John Michael ColeWarren, MiDec 20, 2022Sep 1, 2017
The rule
Registrations ended
Dec 15, 2022 to Dec 20, 2022
Registered next
Jul 7, 2017 to Jan 9, 2025
Branch state
MI
Cities
2, most in Warren, Mi
Registered there that day
31 (people still on IAPD; an estimate)
Share of that headcount
35%
Succession by the destination
none on the tape
Other teams out of I••••••••• C•••••• C••• I•••Other teams into F•• A•••••••• I•••