DFX Intelligence
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Team lift-out
4 advisors left O• I••••••••• M••••••••• C• for F•• A•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chavez Vincent | Farmington Hill, Mi | Jul 13, 2022 | Jan 7, 2021 |
| Christopher George Cousins | Farmington Hill, Mi | Jul 13, 2022 | May 21, 2010 |
| Clifford James Robison | Farmington Hill, Mi | Jul 13, 2022 | Jan 1, 2025 |
| Daniel Brian Zech | Auburn Hills, Mi | Jul 15, 2022 | Jul 23, 2019 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Jul 13, 2022 to Jul 15, 2022
- Registered next
- May 21, 2010 to Jan 1, 2025
- Branch state
- MI
- Cities
- 2, most in Farmington Hill, Mi
- Registered there that day
- 255 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- none on the tape