DFX Intelligence
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Team lift-out
16 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for R••••••••• C•••••• M•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Allen Howell | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Christine N Steinmetz | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Connor William Gillis | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Craig Jeffrey Sharp | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| David Allen Lund | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| James Alan Harding | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Jeffrey Jeffrey Towner | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Jeffrey L Dykstra | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Joel Andrew Barrett | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| John Thomas Ludington | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Jonathan Scott Lund | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Justin Matthew Katz | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Maureen Johanna Dodd | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Morgan E Badersnider | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Sammy Roy Salas-Salinas | Grand Rapids, Mi | Jan 16, 2024 | Jan 12, 2024 |
| Heather M Jensen | Grand Rapids, Mi | Jan 17, 2024 | Jan 12, 2024 |
The rule
- Registrations ended
- Jan 16, 2024 to Jan 17, 2024
- Registered next
- Jan 12, 2024
- Branch state
- MI
- Cities
- 1, most in Grand Rapids, Mi
- Registered there that day
- 23,702 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape