DFX Intelligence
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Firm absorbed
3 advisors left 4••• G•• for E• W••••• A•••••••
no RAUMtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam R Kulesza | Brighton, Mi | Nov 16, 2017 | Jan 2, 2025 |
| Albert Pingree Herzog | Brighton, Mi | Nov 16, 2017 | Jan 2, 2025 |
| Michael Robert Chechel | Brighton, Mi | Nov 16, 2017 | Jan 16, 2025 |
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 16, 2017
- Registered next
- Jan 2, 2025 to Jan 16, 2025
- Branch state
- MI
- Cities
- 1, most in Brighton, Mi
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- a succession within a year (Jul 12, 2017), not necessarily this firm