DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for P••••••••• C•••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Larson | Rochester, Mi | Jun 26, 2023 | Jun 16, 2023 |
| Timothy Paul Bogert | Rochester, Mi | Jun 26, 2023 | Jun 16, 2023 |
The rule
- Registrations ended
- Jun 26, 2023
- Registered next
- Jun 16, 2023
- Branch state
- MI
- Cities
- 1, most in Rochester, Mi
- Registered there that day
- 14,783 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape