DFX Intelligence
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Team lift-out
2 advisors left R••••••• P•••••• W••••• M••••••••• for B•••••••• A•••• M••••••••• L••
state registeredtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Scott Montgomery | Frankenmuth, Mi | Apr 7, 2022 | Jul 18, 2018 |
| Suellen Carol Estes | Frankenmuth, Mi | Apr 7, 2022 | Nov 7, 2018 |
The rule
- Registrations ended
- Apr 7, 2022
- Registered next
- Jul 18, 2018 to Nov 7, 2018
- Branch state
- MI
- Cities
- 1, most in Frankenmuth, Mi
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape