DFX Intelligence
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Team lift-out
6 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brad Richard Bakken | Wahpeton, Nd | Feb 28, 2017 | Mar 4, 2017 |
| Kelly Ron Hubrig | Wahpeton, Nd | Feb 28, 2017 | Mar 4, 2017 |
| Lisa J Moe | Fargo, Nd | Feb 28, 2017 | Feb 28, 2017 |
| Paula Rose Swanson | Fargo, Nd | Feb 28, 2017 | Mar 4, 2017 |
| Ryan Scott Johnson | Fargo, Nd | Feb 28, 2017 | Mar 4, 2017 |
| Tammy Jean Wood | Fargo, Nd | Feb 28, 2017 | Mar 4, 2017 |
The rule
- Registrations ended
- Feb 28, 2017
- Registered next
- Feb 28, 2017 to Mar 4, 2017
- Branch state
- ND
- Cities
- 2, most in Fargo, Nd
- Registered there that day
- 1,265 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- 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.