DFX Intelligence
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Team lift-out
2 advisors left S••••• A•••• M••••••••• L••••• for T•••••••• T•• • F••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 24, 2025
- Registered next
- Jan 16, 2025
- Branch state
- MI
- Cities
- 1, most in Troy, Mi
- Registered there that day
- 44 (people still on IAPD; an estimate)
- Share of that headcount
- 4.5%
- Succession by the destination
- none on the tape