DFX Intelligence
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Team lift-out
12 advisors left C••••• I••••••••• A••••••• L•• for B••• I••••••••• S•••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew J Mill | Allentown, Pa | Jul 12, 2016 | Jul 13, 2016 |
| Daniel Joseph Flood | Nazareth, Pa | Jul 12, 2016 | Jul 13, 2016 |
| David Paul Dively | Oxford, Pa | Jul 12, 2016 | Jul 19, 2016 |
| Douglas Scott Leonzi | Allentown, Pa | Jul 12, 2016 | Jul 13, 2016 |
| Edward Joseph Cwalina | Allentown, Pa | Jul 12, 2016 | Jul 13, 2016 |
| Gregory Patrick Russo | Bethlehem, Pa | Jul 12, 2016 | Jul 13, 2016 |
| Jennifer Leigh Burkhardt | Doylestown, Pa | Jul 12, 2016 | Jul 13, 2016 |
| Kevin Luke Serensits | Allentown, Pa | Jul 12, 2016 | Jul 13, 2016 |
| Kyle Edward Fitzpatrick | Berwyn, Pa | Jul 12, 2016 | Jul 13, 2016 |
| Martin Edward Braam | Kutztown, Pa | Jul 12, 2016 | Jul 13, 2016 |
| Robert George Bem | Bethlehem, Pa | Jul 12, 2016 | Jul 13, 2016 |
| Timothy E Delia | Newtown, Pa | Jul 12, 2016 | Jul 13, 2016 |
The rule
- Registrations ended
- Jul 12, 2016
- Registered next
- Jul 13, 2016 to Jul 19, 2016
- Branch state
- PA
- Cities
- 8, most in Allentown, Pa
- Registered there that day
- 1,263 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape
A 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.