DFX Intelligence
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Team lift-out
6 advisors left S•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott Jay Sumner | Rochester, Mi | Aug 15, 2023 | Feb 13, 2026 |
| Adrian John Paich | Ann Arbor, Mi | Aug 21, 2023 | Aug 21, 2023 |
| Daniel Logsdon Putman | Ann Arbor, Mi | Aug 21, 2023 | Aug 21, 2023 |
| Shelby C Masen | Ann Arbor, Mi | Aug 21, 2023 | Aug 21, 2023 |
| Wade Alan Masen | Ann Arbor, Mi | Aug 21, 2023 | Aug 21, 2023 |
| Zachary H Armstrong | Ann Arbor, Mi | Aug 21, 2023 | Aug 21, 2023 |
The rule
- Registrations ended
- Aug 15, 2023 to Aug 21, 2023
- Registered next
- Aug 21, 2023 to Feb 13, 2026
- Branch state
- MI
- Cities
- 3, most in Ann Arbor, Mi
- Registered there that day
- 460 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape