DFX Intelligence
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Team lift-out
3 advisors left L••• K••• • C•••••• for C••••••• A•••• M••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Todd Flynn | Troy, Mi | Aug 16, 2018 | Aug 27, 2018 |
| Richard Wesley Boschert | Troy, Mi | Aug 21, 2018 | Aug 22, 2018 |
| William Charles Turner | Troy, Mi | Aug 31, 2018 | Aug 31, 2018 |
The rule
- Registrations ended
- Aug 16, 2018 to Aug 31, 2018
- Registered next
- Aug 22, 2018 to Aug 31, 2018
- Branch state
- MI
- Cities
- 1, most in Troy, Mi
- Registered there that day
- 53 (people still on IAPD; an estimate)
- Share of that headcount
- 5.7%
- Succession by the destination
- none on the tape