DFX Intelligence
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Team lift-out
2 advisors left O• I••••••••• M••••••••• C• for M•• I•••••••• S•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Craig Chesser | Champaign, Il | Apr 22, 2022 | Jun 28, 2022 |
| Richard Lee Bloom | Champaign, Il | Apr 29, 2022 | May 11, 2022 |
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
- Apr 22, 2022 to Apr 29, 2022
- Registered next
- May 11, 2022 to Jun 28, 2022
- Branch state
- IL
- Cities
- 1, most in Champaign, Il
- Registered there that day
- 263 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape