DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for M••••• S••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Harlen Levine | Palm Beach, Fl | May 2, 2023 | Apr 5, 2023 |
| Jay Lewis Goldstein | Jupiter, Fl | May 15, 2023 | Apr 12, 2023 |
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
- May 2, 2023 to May 15, 2023
- Registered next
- Apr 5, 2023 to Apr 12, 2023
- Branch state
- FL
- Cities
- 2, most in Palm Beach, Fl
- Registered there that day
- 659 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape