DFX Intelligence
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Team lift-out
3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••• F•• F•••••••• P••••••• I••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Colleen Toia | Southfield, Mi | Jun 26, 2020 | Mar 14, 2012 |
| Nicholas George Defenthaler | Southfield, Mi | Jun 26, 2020 | Feb 14, 2017 |
| Robert Lawrence Ingram | Southfield, Mi | Jun 26, 2020 | Feb 20, 2018 |
The rule
- Registrations ended
- Jun 26, 2020
- Registered next
- Mar 14, 2012 to Feb 20, 2018
- Branch state
- MI
- Cities
- 1, most in Southfield, Mi
- Registered there that day
- 4,435 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape