DFX Intelligence
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Team lift-out
3 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Lynn Roberts | Oakland, Mi | Apr 6, 2026 | Mar 26, 2026 |
| Marla Alati | Whitmore Lake, Mi | Apr 7, 2026 | Mar 24, 2026 |
| Ramzi Bishara Boyd | Rochester Hls, Mi | Apr 7, 2026 | Mar 26, 2026 |
The rule
- Registrations ended
- Apr 6, 2026 to Apr 7, 2026
- Registered next
- Mar 24, 2026 to Mar 26, 2026
- Branch state
- MI
- Cities
- 3, most in Oakland, Mi
- Registered there that day
- 12,542 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape