DFX Intelligence
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Firm absorbed
3 advisors left W•••• A•••• M••••••••• I••• for Y••••• C•••••• M••••••••• L••
asset managertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Richard Lessnau | Detroit, Mi | Nov 22, 2021 | Nov 23, 2021 |
| Kelly Lynn Fetterman | Detroit, Mi | Nov 22, 2021 | Dec 2, 2021 |
| Kevin Foley | Detroit, Mi | Nov 22, 2021 | Dec 2, 2021 |
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
- Nov 22, 2021
- Registered next
- Nov 23, 2021 to Dec 2, 2021
- Branch state
- MI
- Cities
- 1, most in Detroit, Mi
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape