DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left W•••• F•••• A••••••• for I••••••••• I••••••••• C••••••••• L••

wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Anthony ForteBirmingham, MiMay 27, 2015Jun 23, 2026
Dena SouleBirmingham, MiMay 27, 2015Jan 2, 2026
Matthew Joseph CroissantBirmingham, MiMay 27, 2015Nov 20, 2025
Todd J WagenbergBirmingham, MiMay 27, 2015Jun 23, 2026
The rule
Registrations ended
May 27, 2015
Registered next
Nov 20, 2025 to Jun 23, 2026
Branch state
MI
Cities
1, most in Birmingham, Mi
Registered there that day
12,783 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into I••••••••• I••••••••• C••••••••• L••