DFX Intelligence
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Team lift-out
2 advisors left H•••• F•••••••• S•••••••• I••• for J••• M••••• S••••••••• L••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Turner Felton | Southfield, Mi | Dec 16, 2025 | Jan 23, 2026 |
| Nicholas Robinette | Southfield, Mi | Dec 17, 2025 | Mar 2, 2026 |
The rule
- Registrations ended
- Dec 16, 2025 to Dec 17, 2025
- Registered next
- Jan 23, 2026 to Mar 2, 2026
- Branch state
- MI
- Cities
- 1, most in Southfield, Mi
- Registered there that day
- 379 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape