DFX Intelligence
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Firm absorbed
15 advisors left E•••••••• W••••• M••••••••• L•• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Jason Zehnder | Frankenmuth, Mi | Jan 21, 2025 | Jan 2, 2025 |
| Andrew Rocco Szewc | Brighton, Mi | Jan 21, 2025 | Jan 3, 2025 |
| Christopher Ronald Hopkins | Brighton, Mi | Jan 21, 2025 | Jan 2, 2025 |
| Daniel Coye Weaver | Jackson, Mi | Jan 21, 2025 | Jan 16, 2025 |
| David Michael Lawrence | Niorthville, Mi | Jan 21, 2025 | Jan 16, 2025 |
| James Allan Plaskey | Brighton, Mi | Jan 21, 2025 | Jan 2, 2025 |
| John Lawrence Barbrick | Ludington, Mi | Jan 21, 2025 | Jan 16, 2025 |
| Julee Rae Sarto | Brighton, Mi | Jan 21, 2025 | Jan 2, 2025 |
| Matthew Craig Stojkov | Brighton, Mi | Jan 21, 2025 | Aug 31, 2026 |
| Megan Martin Hurches | Northville, Mi | Jan 21, 2025 | Jan 2, 2025 |
| Michael Richard Barber | Brighton, Mi | Jan 21, 2025 | Jan 2, 2025 |
| Robert Boston Larsen | Brighton, Mi | Jan 21, 2025 | Jan 2, 2025 |
| Shawn Adam Lawson | Brighton, Mi | Jan 21, 2025 | Jan 3, 2025 |
| Todd Anthony Perry | Brighton, Mi | Jan 21, 2025 | Jan 2, 2025 |
| Zachary B Messina | Northville, Mi | Jan 21, 2025 | Jan 3, 2025 |
The rule
- Registrations ended
- Jan 21, 2025
- Registered next
- Jan 2, 2025 to Aug 31, 2026
- Branch state
- MI
- Cities
- 5, most in Brighton, Mi
- Registered there that day
- 22 (people still on IAPD; an estimate)
- Share of that headcount
- 68%
- Succession by the destination
- none on the tape