DFX Intelligence
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Team lift-out
3 advisors left F•••••••• S••••••••• G••••• I•• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ronald Stephen Thompson | Okemos, Mi | Aug 16, 2022 | Aug 16, 2022 |
| Ronald Stephen Thompson | Northville, Mi | Aug 16, 2022 | Jan 26, 2023 |
| Steven Wilbourn | Okemos, Mi | Aug 16, 2022 | Aug 16, 2022 |
The rule
- Registrations ended
- Aug 16, 2022
- Registered next
- Aug 16, 2022 to Jan 26, 2023
- Branch state
- MI
- Cities
- 2, most in Okemos, Mi
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- Succession by the destination
- none on the tape