DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left N••• F•••••••• G••••• I••• for D•••••• • C•••••• A•• A•••••••••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Anthony JabroNovi, MiMar 31, 2025May 16, 2024
Angela Suzanne CusmanoTroy, MiMar 31, 2025Sep 4, 2019
Ann Marie ShadleNovi, MiMar 31, 2025Nov 19, 2025
Kirk Wayne DahringNovi, MiMar 31, 2025Sep 4, 2019
Wendy P. SimmonsNovi, MiMar 31, 2025Sep 30, 2025
The rule
Registrations ended
Mar 31, 2025
Registered next
Sep 4, 2019 to Nov 19, 2025
Branch state
MI
Cities
2, most in Novi, Mi
Registered there that day
283 (people still on IAPD; an estimate)
Share of that headcount
1.8%
Succession by the destination
none on the tape
Other teams out of N••• F•••••••• G••••• I•••Other teams into D•••••• • C•••••• A•• A•••••••••