DFX Intelligence
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Team lift-out
3 advisors left J••••• H•••••••• W••• L••••• L•• for R••••• W• B•••• • C•• I•••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Diane Lorraine White | Midland, Mi | Mar 29, 2019 | Mar 25, 2019 |
| John Charles Beery | Midland, Mi | Mar 29, 2019 | Mar 25, 2019 |
| Lynn Elizabeth Maclean | Midland, Mi | Mar 29, 2019 | Mar 25, 2019 |
The rule
- Registrations ended
- Mar 29, 2019
- Registered next
- Mar 25, 2019
- Branch state
- MI
- Cities
- 1, most in Midland, Mi
- Registered there that day
- 379 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape