DFX Intelligence
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Team lift-out
2 advisors left H•• A••••••• S••••••• L•• for C•• I••••••••• I••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph J Larocca | Sterling Hts, Mi | Nov 4, 2015 | Apr 11, 2017 |
| Lance Burton Whitney | New Baltimore, Mi | Nov 16, 2015 | Sep 29, 2025 |
The rule
- Registrations ended
- Nov 4, 2015 to Nov 16, 2015
- Registered next
- Apr 11, 2017 to Sep 29, 2025
- Branch state
- MI
- Cities
- 2, most in Sterling Hts, Mi
- Registered there that day
- 37 (people still on IAPD; an estimate)
- Share of that headcount
- 5.4%
- Succession by the destination
- none on the tape