DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for M•••• F•••••••• A•••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christina Marie Perna | Trenton, Mi | Jan 23, 2026 | Jan 26, 2026 |
| Erin Michelle Wozniak | Trenton, Mi | Jan 26, 2026 | Jan 23, 2026 |
| Michelle Laura Lafuente | Ypsilanti, Mi | Jan 26, 2026 | Jan 26, 2026 |
The rule
- Registrations ended
- Jan 23, 2026 to Jan 26, 2026
- Registered next
- Jan 23, 2026 to Jan 26, 2026
- Branch state
- MI
- Cities
- 2, most in Trenton, Mi
- Registered there that day
- 3,075 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape