DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for S••••• F••••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erin Mccullough Nordloh | Farmington Hills, Mi | May 5, 2023 | Jan 9, 2024 |
| Patrick Francis Patin | Farmington Hills, Mi | May 5, 2023 | Apr 28, 2023 |
| Daniel Patrick Murphy | Farmington Hills, Mi | May 8, 2023 | Jan 5, 2026 |
| Carla Denise Stamps | Farmington Hills, Mi | May 15, 2023 | Apr 28, 2023 |
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
- May 5, 2023 to May 15, 2023
- Registered next
- Apr 28, 2023 to Jan 5, 2026
- Branch state
- MI
- Cities
- 1, most in Farmington Hills, Mi
- Registered there that day
- 13,772 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape