DFX Intelligence
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Team lift-out
3 advisors left A•••••••• I••••••••• M••••••••• L•• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Ernest Lajeunesse | Southgate, Mi | May 15, 2018 | May 15, 2018 |
| Christina Marie Perna | Southgate, Mi | May 15, 2018 | May 15, 2018 |
| Erin Michelle Wozniak | Southgate, Mi | May 15, 2018 | May 15, 2018 |
The rule
- Registrations ended
- May 15, 2018
- Registered next
- May 15, 2018
- Branch state
- MI
- Cities
- 1, most in Southgate, Mi
- Registered there that day
- 41 (people still on IAPD; an estimate)
- Share of that headcount
- 7.3%
- Succession by the destination
- a succession within a year (Aug 10, 2017), not necessarily this firm