DFX Intelligence
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Team lift-out
6 advisors left L•• F•••••••• L•• for K••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nina Sue Preston | Troy, Mi | May 10, 2022 | May 10, 2022 |
| Thomas Michael Dolan | Troy, Mi | May 13, 2022 | May 10, 2022 |
| Zachary Isaac Slabotsky | Troy, Mi | May 13, 2022 | May 5, 2022 |
| Wendy Anne Potter | Troy, Mi | May 23, 2022 | May 10, 2022 |
| Brandon Lee Morris | Grand Haven, Mi | May 31, 2022 | May 5, 2022 |
| Kenneth Craig Morris | Detroit, Mi | Jun 6, 2022 | May 5, 2022 |
The rule
- Registrations ended
- May 10, 2022 to Jun 6, 2022
- Registered next
- May 5, 2022 to May 10, 2022
- Branch state
- MI
- Cities
- 3, most in Troy, Mi
- Registered there that day
- 12,990 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape