DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Travis James Smith | Livonia, Mi | Mar 10, 2025 | Mar 6, 2025 |
| Lisa Marie Cargill | Grand Rapids, Mi | Mar 11, 2025 | Mar 10, 2025 |
| Thomas Albert Elzinga | Grand Rapids, Mi | Mar 13, 2025 | Mar 10, 2025 |
The rule
- Registrations ended
- Mar 10, 2025 to Mar 13, 2025
- Registered next
- Mar 6, 2025 to Mar 10, 2025
- Branch state
- MI
- Cities
- 2, most in Grand Rapids, Mi
- Registered there that day
- 11,947 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape