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
2 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anne Schimmel-Beck | Suite A, Mi | Jun 15, 2026 | Jun 8, 2026 |
| Melissa Elizabeth Southwell | Livonia, Mi | Jun 15, 2026 | Jun 8, 2026 |
The rule
- Registrations ended
- Jun 15, 2026
- Registered next
- Jun 8, 2026
- Branch state
- MI
- Cities
- 2, most in Suite A, Mi
- Registered there that day
- 10,325 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape