DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left I••••••••• W••••• C••••••• L•• for W••••••••• A••••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Alan KaiserBloomfield Hills, MiApr 1, 2025Apr 2, 2025
David Anthony CamilleriBloomfield Hills, MiApr 1, 2025Mar 31, 2025
David James PetoskeyBloomfield Hills, MiApr 1, 2025Mar 31, 2025
Jason Louis PivozBloomfield Hills, MiApr 1, 2025Mar 31, 2025
Julie Neff KeatingBloomfield Hills, MiApr 1, 2025Mar 31, 2025
Scott Edward MontgomeryBloomfield Hills, MiApr 1, 2025Mar 31, 2025
William Thomas GibbonsBloomfield Hills, MiApr 1, 2025Mar 31, 2025
The rule
Registrations ended
Apr 1, 2025
Registered next
Mar 31, 2025 to Apr 2, 2025
Branch state
MI
Cities
1, most in Bloomfield Hills, Mi
Registered there that day
377 (people still on IAPD; an estimate)
Share of that headcount
1.9%
Succession by the destination
none on the tape
Other teams out of I••••••••• W••••• C••••••• L••Other teams into W••••••••• A••••••• P••••••• L••