DFX Intelligence

RIA 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

9 advisors left O••••••••• • C•• I••• for S•••••• N••••••• • C••••••• I•••••••••

othertonational BDOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Robert WilsonGrand Rapids, MiAug 2, 2016Aug 4, 2016
Christopher Nathan HendryxGrand Rapids, MiAug 2, 2016Aug 4, 2016
James Thomas ShusterGrand Rapids, MiAug 2, 2016Aug 4, 2016
June Renae MatthysseGrand Rapids, MiAug 2, 2016Aug 4, 2016
Kevin Patrick CusackGrand Rapids, MiAug 2, 2016Aug 5, 2016
Shawn Michael KersjesGrand Rapids, MiAug 2, 2016Aug 4, 2016
Susan Louise RoseGrand Rapids, MiAug 2, 2016Aug 4, 2016
Valeri Renee LawsonGrand Rapids, MiAug 2, 2016Aug 4, 2016
Jessica Jill Mariucci-KurylowiczGrand Rapids, MiAug 3, 2016Aug 4, 2016
The rule
Registrations ended
Aug 2, 2016 to Aug 3, 2016
Registered next
Aug 4, 2016 to Aug 5, 2016
Branch state
MI
Cities
1, most in Grand Rapids, Mi
Registered there that day
793 (people still on IAPD; an estimate)
Share of that headcount
1.1%
Succession by the destination
none on the tape
Other teams out of O••••••••• • C•• I•••Other teams into S•••••• N••••••• • C••••••• I•••••••••