DFX Intelligence
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Team lift-out
5 advisors left C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Royale Proctor | Dundee, Mi | Jun 20, 2025 | Jun 18, 2025 |
| David James Devantier | Blissfield, Mi | Jun 20, 2025 | Jun 18, 2025 |
| Isaiah Walden Bross | Monroe, Mi | Jun 20, 2025 | Jun 18, 2025 |
| Mark Lewis Kerr | Monroe, Mi | Jun 20, 2025 | Jun 19, 2025 |
| Ross Joseph Terrasi | Dundee, Mi | Jun 20, 2025 | Jun 18, 2025 |
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
- Jun 20, 2025
- Registered next
- Jun 18, 2025 to Jun 19, 2025
- Branch state
- MI
- Cities
- 3, most in Monroe, Mi
- Registered there that day
- 3,498 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape