DFX Intelligence
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Team lift-out
2 advisors left H•••• F•••••••• S•••••••• I••• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Robert Hall | Taylor, Mi | Sep 9, 2022 | Sep 9, 2022 |
| Thomas Gregory Wloch | Taylor, Mi | Sep 9, 2022 | Sep 9, 2022 |
The rule
- Registrations ended
- Sep 9, 2022
- Registered next
- Sep 9, 2022
- Branch state
- MI
- Cities
- 1, most in Taylor, Mi
- Registered there that day
- 263 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape