DFX Intelligence
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Team lift-out
2 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carl Edward Erickson | Farmington Hills, Mi | Mar 10, 2023 | Mar 2, 2015 |
| Courtenay Marie Lyons | Farmington Hills, Mi | Mar 10, 2023 | Aug 13, 2015 |
The rule
- Registrations ended
- Mar 10, 2023
- Registered next
- Mar 2, 2015 to Aug 13, 2015
- Branch state
- MI
- Cities
- 1, most in Farmington Hills, Mi
- Registered there that day
- 803 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape