DFX Intelligence
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Team lift-out
4 advisors left C•• I••••••••• I•• for D••••••••• W••••• S••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan R Byrd | Rochester, Mi | Oct 24, 2024 | Oct 22, 2024 |
| David Wayne Ficarra | Rochester, Mi | Oct 24, 2024 | Oct 22, 2024 |
| George Wesley Johnson | Rochester, Mi | Oct 24, 2024 | Jan 1, 2025 |
| Renee Lynn Cuchetti | Rochester, Mi | Oct 24, 2024 | Oct 21, 2024 |
The rule
- Registrations ended
- Oct 24, 2024
- Registered next
- Oct 21, 2024 to Jan 1, 2025
- Branch state
- MI
- Cities
- 1, most in Rochester, Mi
- Registered there that day
- 29 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape