DFX Intelligence
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Team lift-out
2 advisors left C•••••••• A•••••••• L•• for J• W• C••• A•••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Mark Nast | Plymouth, Mi | Nov 30, 2021 | Jan 30, 2024 |
| Laura Ellen Clark-Brown | Clarkston, Mi | Dec 3, 2021 | Dec 3, 2021 |
The rule
- Registrations ended
- Nov 30, 2021 to Dec 3, 2021
- Registered next
- Dec 3, 2021 to Jan 30, 2024
- Branch state
- MI
- Cities
- 2, most in Plymouth, Mi
- Registered there that day
- 28 (people still on IAPD; an estimate)
- Share of that headcount
- 7.1%
- Succession by the destination
- none on the tape