DFX Intelligence
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Team lift-out
6 advisors left U•• F•••••••• S••••••• I••• for R•• C•••••• M••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Michael Jones | Farmington Hills, Mi | Oct 6, 2025 | Sep 25, 2025 |
| Daniel Joseph Welsh | Detriot, Mi | Oct 6, 2025 | Sep 25, 2025 |
| Jonathan Mario Modiano | Detriot, Mi | Oct 6, 2025 | Sep 26, 2025 |
| Kristen Charlton | Lincoln, Mi | Oct 6, 2025 | Sep 26, 2025 |
| Mark A Steinberg | Farmington Hill, Mi | Oct 6, 2025 | Sep 26, 2025 |
| Tricia Ann Fitzsimons | Farmington Hills, Mi | Oct 6, 2025 | Sep 25, 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
- Oct 6, 2025
- Registered next
- Sep 25, 2025 to Sep 26, 2025
- Branch state
- MI
- Cities
- 4, most in Farmington Hills, Mi
- Registered there that day
- 9,078 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape