DFX Intelligence
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Team lift-out
4 advisors left E•••••• C•••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Depillo | Birmingham, Mi | Aug 1, 2023 | Aug 14, 2023 |
| Angela Vohs | Birmingham, Mi | Aug 11, 2023 | Sep 18, 2023 |
| Paul J. Zarkowski | Birmingham, Mi | Aug 11, 2023 | Oct 25, 2023 |
| Sandra Buhay | Birmingham, Mi | Aug 15, 2023 | Mar 18, 2024 |
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
- Aug 1, 2023 to Aug 15, 2023
- Registered next
- Aug 14, 2023 to Mar 18, 2024
- Branch state
- MI
- Cities
- 1, most in Birmingham, Mi
- Registered there that day
- 606 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape