DFX Intelligence
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Team lift-out
2 advisors left L••• K••• • C•••••• for A••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Thomas Bonadies | Holland, Mi | Sep 8, 2025 | Jun 3, 2025 |
| Larry Andreano | Holland, Mi | Sep 8, 2025 | Jun 5, 2025 |
The rule
- Registrations ended
- Sep 8, 2025
- Registered next
- Jun 3, 2025 to Jun 5, 2025
- Branch state
- MI
- Cities
- 1, most in Holland, Mi
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 8.0%
- Succession by the destination
- none on the tape