DFX Intelligence
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Team lift-out
7 advisors left C••••••••• F•••••••• N•••••• for C••••• I••••••••• A••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jaakko Lauri Robert Kasko | Benton Harbor, Mi | Apr 20, 2026 | Apr 20, 2026 |
| Tyler Michael Buitenwerf | Byron Center, Mi | Apr 20, 2026 | Apr 20, 2026 |
| Jeffrey Warren Sirola | Cement City, Mi | Apr 22, 2026 | Apr 22, 2026 |
| Carissa Deann Hagen | Battle Creek, Mi | Apr 27, 2026 | Apr 27, 2026 |
| Mark John Yatros | Grand Rapids, Mi | Apr 27, 2026 | Apr 27, 2026 |
| Enrique Tomas Domeier | Battle Creek, Mi | Apr 28, 2026 | Apr 27, 2026 |
| Sarah Elizabeth Herwick | Portage, Mi | Apr 28, 2026 | Apr 27, 2026 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Apr 20, 2026 to Apr 28, 2026
- Registered next
- Apr 20, 2026 to Apr 27, 2026
- Branch state
- MI
- Cities
- 6, most in Battle Creek, Mi
- Registered there that day
- 2,997 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape