DFX Intelligence
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Team lift-out
2 advisors left N••• F•••••••• G••••• I••• for S• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 16, 2025
- Registered next
- Jul 18, 2025 to Jul 28, 2025
- Branch state
- MI
- Cities
- 1, most in Grand Rapids, Mi
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape