DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C••••••• A•••• M••••••••• L•• for S•••••••• E••••• P•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Timothy Ross | Ann Arbor, Mi | Aug 31, 2026 | Sep 2, 2026 |
| Robert Lee Thompson | Ann Arbor, Mi | Aug 31, 2026 | Sep 1, 2026 |
The rule
- Registrations ended
- Aug 31, 2026
- Registered next
- Sep 1, 2026 to Sep 2, 2026
- Branch state
- MI
- Cities
- 1, most in Ann Arbor, Mi
- Registered there that day
- 80 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape