DFX Intelligence
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Team lift-out
2 advisors left E•••••••• A•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael J Goetz-Whittaker | Grand Rapids, Mi | Nov 14, 2022 | Jan 31, 2023 |
| Rohnne Saad | Dearborn, Mi | Nov 23, 2022 | Dec 9, 2022 |
The rule
- Registrations ended
- Nov 14, 2022 to Nov 23, 2022
- Registered next
- Dec 9, 2022 to Jan 31, 2023
- Branch state
- MI
- Cities
- 2, most in Grand Rapids, Mi
- Registered there that day
- 3,143 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape