DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for I•••••• W•••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 17, 2020 to Jan 29, 2020
- Registered next
- Jan 4, 2020
- Branch state
- MI
- Cities
- 1, most in Grand Rapids, Mi
- Registered there that day
- 21,610 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape