DFX 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
2 advisors left L••• K••• • C•••••• for A••••••• I••••••••• S••••••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Brennan Kelly | Troy, Mi | Jun 9, 2025 | May 29, 2025 |
| Fred Howard Sultan | Troy, Mi | Jun 23, 2025 | Jun 20, 2025 |
The rule
- Registrations ended
- Jun 9, 2025 to Jun 23, 2025
- Registered next
- May 29, 2025 to Jun 20, 2025
- Branch state
- MI
- Cities
- 1, most in Troy, Mi
- Registered there that day
- 40 (people still on IAPD; an estimate)
- Share of that headcount
- 5.0%
- Succession by the destination
- none on the tape