DFX Intelligence
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Team lift-out
3 advisors left R•••••• J•••• • A••••••••• I••• for E•••••••• P•••• W••••• P•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lowell Jacob Weiss | West Bloomfield, Mi | Jul 14, 2025 | Jul 11, 2025 |
| Jay Neil Hack | Farmington Hills, Mi | Jul 15, 2025 | Jul 11, 2025 |
| Paul Agree Hack | Bloomfield Hills, Mi | Jul 15, 2025 | Jul 15, 2025 |
The rule
- Registrations ended
- Jul 14, 2025 to Jul 15, 2025
- Registered next
- Jul 11, 2025 to Jul 15, 2025
- Branch state
- MI
- Cities
- 3, most in West Bloomfield, Mi
- Registered there that day
- 5,373 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape