DFX Intelligence
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Team lift-out
3 advisors left O•••• F•• I••• for B•••••••• P••••••• L••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Dale Millward | Traverse City, Mi | May 4, 2021 | Apr 30, 2021 |
| Jonathan Erik Gruber | Southfield, Mi | May 4, 2021 | Apr 30, 2021 |
| Stacy Lynn Hendrickson | Traverse City, Mi | May 4, 2021 | Apr 30, 2021 |
The rule
- Registrations ended
- May 4, 2021
- Registered next
- Apr 30, 2021
- Branch state
- MI
- Cities
- 2, most in Traverse City, Mi
- Registered there that day
- 1,034 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape