DFX Intelligence
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Team lift-out
3 advisors left S•• for P••••••••• C•••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Blake Allen Smith | Ann Arbor, Mi | May 27, 2025 | May 27, 2025 |
| Melody Michele Lowe | Ann Arbor, Mi | May 27, 2025 | May 27, 2025 |
| Robert Joseph Kramer | Ann Arbor, Mi | May 27, 2025 | May 27, 2025 |
The rule
- Registrations ended
- May 27, 2025
- Registered next
- May 27, 2025
- Branch state
- MI
- Cities
- 1, most in Ann Arbor, Mi
- Registered there that day
- 450 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape