DFX Intelligence
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Team lift-out
3 advisors left S••••• W••••• for S••••• C••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Christopher Stuhmer | Southfield, Mi | Jul 1, 2020 | Jul 7, 2020 |
| Jennifer Ann Davis | Southfield, Mi | Jul 1, 2020 | Nov 5, 2024 |
| Jordan Bradford Peterson | Southfield, Mi | Jul 1, 2020 | Jul 7, 2020 |
The rule
- Registrations ended
- Jul 1, 2020
- Registered next
- Jul 7, 2020 to Nov 5, 2024
- Branch state
- MI
- Cities
- 1, most in Southfield, Mi
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape