DFX Intelligence

RIA Intelligence

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5 advisors left L•• F•••••••• L•• for 6•• F••••••••• L••

Team lift-outjoined 6•• F••••••••• L••
No date on record · this record
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brant ShrimplinPortage, MiSep 16, 2021Mar 31, 2021
Ryan Colby HowardPortage, MiSep 16, 2021Mar 31, 2021
Thomas William AndertonPortage, MiSep 16, 2021Mar 31, 2021
Ann DavisPortage, MiSep 23, 2021Mar 31, 2021
Karen Deborah MorsePortage, MiSep 23, 2021Mar 31, 2021
The rule
Registrations ended
Sep 16, 2021 to Sep 23, 2021
Registered next
Mar 31, 2021
Branch state
MI
Cities
1, most in Portage, Mi
Registered there that day
12,296 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of L•• F•••••••• L••Other teams into 6•• F••••••••• L••