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
4 advisors left R•••••• J•••• • A••••••••• I••• for W••• M••••••• A•••••••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Howard Clark | Grand Rapids, Mi | Apr 1, 2021 | Feb 18, 2021 |
| Aaron Michael Clark | Holland, Mi | Apr 5, 2021 | Feb 18, 2021 |
| Shane Alan Ailes | Holland, Mi | Apr 5, 2021 | Feb 18, 2021 |
| Stephanie Lynn Smith | Holland, Mi | Apr 8, 2021 | Feb 18, 2021 |
The rule
- Registrations ended
- Apr 1, 2021 to Apr 8, 2021
- Registered next
- Feb 18, 2021
- Branch state
- MI
- Cities
- 2, most in Holland, Mi
- Registered there that day
- 3,971 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape