DFX Intelligence
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Team lift-out
3 advisors left E•• F•••••••• A••••••• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colleen Ann Schueneman | Troy, Mi | Sep 3, 2024 | Aug 5, 2024 |
| David Lee Veenstra | Troy, Mi | Sep 3, 2024 | Aug 5, 2024 |
| Richard Joseph Abernathy | Troy, Mi | Sep 3, 2024 | Aug 5, 2024 |
The rule
- Registrations ended
- Sep 3, 2024
- Registered next
- Aug 5, 2024
- Branch state
- MI
- Cities
- 1, most in Troy, Mi
- Registered there that day
- 408 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape