DFX Intelligence
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Team lift-out
10 advisors left P••••• M•••• F•••••••• A••••••• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Michael Reardon | Southfield, Mi | Sep 2, 2020 | Sep 21, 2020 |
| Cameron Tyler Kleinheksel | Grand Rapids, Mi | Sep 2, 2020 | Aug 25, 2020 |
| Doris Jean Drayton | Grand Rapids, Mi | Sep 2, 2020 | Aug 25, 2020 |
| Jeremy Allan Chambers | Southfield, Mi | Sep 2, 2020 | Aug 25, 2020 |
| Jeremy Stephen Tollas | Grand Rapids, Mi | Sep 2, 2020 | Aug 25, 2020 |
| Justin Kael Domber | Southfield, Mi | Sep 2, 2020 | Aug 25, 2020 |
| Justin Scott Cohen | Grand Rapids, Mi | Sep 2, 2020 | Apr 19, 2024 |
| Sarah Marie Rooding | Auburn Hills, Mi | Sep 2, 2020 | Oct 8, 2020 |
| Susan Ann Shoemaker | Southfield, Mi | Sep 2, 2020 | Aug 25, 2020 |
| Tyler Austin Sites | Southfield, Mi | Sep 2, 2020 | Sep 21, 2020 |
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
- Sep 2, 2020
- Registered next
- Aug 25, 2020 to Apr 19, 2024
- Branch state
- MI
- Cities
- 3, most in Southfield, Mi
- Registered there that day
- 89 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape