DFX Intelligence
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Team lift-out
2 advisors left A••••••••• F•••••••• S•••••••• L•• for R•••••• J•••• • A••••••••• I•••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Dolan Oleary | Beverly Hills, Mi | May 29, 2025 | May 15, 2025 |
| John Joseph Morad | Birmingham, Mi | Jun 4, 2025 | May 15, 2025 |
The rule
- Registrations ended
- May 29, 2025 to Jun 4, 2025
- Registered next
- May 15, 2025
- Branch state
- MI
- Cities
- 2, most in Beverly Hills, Mi
- Registered there that day
- 12,081 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape