DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left C••••• I••••••••• A••••••• L•• for C••••••• P••••••• I••••••••• A•••••••• L••

BD affiliatedtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexis Ann ZuccaroLivonia, MiJan 9, 2024Dec 22, 2021
Jared Paul RemeszLivonia, MiJan 9, 2024Dec 22, 2021
Morgan Callahan GolichBloomfield Hills, MiJan 9, 2024Jan 11, 2022
Kindra Jean ByerlyBloomfield Hills, MiJan 11, 2024Dec 22, 2021
Natalie Joy BrentBloomfield Hills, MiJan 11, 2024Jan 21, 2022
The rule
Registrations ended
Jan 9, 2024 to Jan 11, 2024
Registered next
Dec 22, 2021 to Jan 21, 2022
Branch state
MI
Cities
2, most in Bloomfield Hills, Mi
Registered there that day
6,031 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••• I••••••••• A••••••• L••Other teams into C••••••• P••••••• I••••••••• A•••••••• L••