DFX Intelligence
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Team lift-out
2 advisors left H•••••• I••••••••• I••• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Connor John Bauserman | Lansing, Mi | Aug 4, 2026 | Jul 28, 2026 |
| Patrick Neil Gilbert | Portage, Mi | Aug 4, 2026 | Jul 28, 2026 |
The rule
- Registrations ended
- Aug 4, 2026
- Registered next
- Jul 28, 2026
- Branch state
- MI
- Cities
- 2, most in Portage, Mi
- Registered there that day
- 244 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape