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Team lift-out
6 advisors left G•• A••••••• S•••••••• L•• for T••••• A••••••• S•••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Joseph Henry Devine | Greenwich, Ct | Dec 31, 2017 | May 17, 2019 |
| Jeni Rachel Cobbs | Greenwich, Ct | Dec 31, 2017 | Dec 21, 2017 |
| Keith Nmn Cho | Greenwich, Ct | Dec 31, 2017 | Mar 6, 2019 |
| Kevin Scott Campbell | Greenwich, Ct | Dec 31, 2017 | Aug 26, 2019 |
| Marcus David Theriault | Greenwich, Ct | Dec 31, 2017 | Mar 29, 2019 |
| Robert M Zimmerman | Greenwich, Ct | Dec 31, 2017 | Jul 27, 2021 |
The rule
- Registrations ended
- Dec 31, 2017
- Registered next
- Dec 21, 2017 to Jul 27, 2021
- Branch state
- CT
- Cities
- 1, most in Greenwich, Ct
- Registered there that day
- 40 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- a succession within a year (Jan 3, 2017), not necessarily this firm
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.