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Team lift-out
2 advisors left C•••••• G••••• I••••••••• M••••••••• S••••••• for I••••••••• F•••••••• G••••• L••
unclassifiedtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arthur Eugene Molloy | San Diego, Ca | Dec 31, 2016 | Dec 10, 2003 |
| Jay Alan Wurtzler | San Diego, Ca | Dec 31, 2016 | Dec 10, 2003 |
The rule
- Registrations ended
- Dec 31, 2016
- Registered next
- Dec 10, 2003
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- 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.