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2 advisors moved from H••••• C•••••• M••••••••• to H••••• C•••••• M••••••••• G••••• L••
Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Andrew Robinson | Los Angeles, Ca | Dec 10, 2020 | Dec 10, 2020 |
| Jason David Kaplan | Los Angeles, Ca | Dec 10, 2020 | Dec 10, 2020 |
- Registrations ended
- Dec 10, 2020
- Registered next
- Dec 10, 2020
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- One enterprise because
- one firm's name is the other's with a word added
- 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.