DFX Intelligence
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Team lift-out
7 advisors left J•• C•••••• A•••••••• L•• for L••••• F••••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lee Scott Steorts | Portland, Or | Jul 22, 2015 | Jul 23, 2015 |
| Anthony Jerome Keppler | Portland, Or | Jul 24, 2015 | Jul 23, 2015 |
| Carolyn Lee Bennett | Portland, Or | Jul 24, 2015 | Jul 23, 2015 |
| John Roy Hackett | Portland, Or | Jul 24, 2015 | Jul 23, 2015 |
| John Floyd Olson | Portland, Or | Jul 30, 2015 | Jul 31, 2015 |
| Mark Donald Hennings | Portland, Or | Aug 7, 2015 | Aug 12, 2015 |
| Sheri Lynn Rhyan | Portland, Or | Aug 7, 2015 | Aug 7, 2015 |
The rule
- Registrations ended
- Jul 22, 2015 to Aug 7, 2015
- Registered next
- Jul 23, 2015 to Aug 12, 2015
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 48 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- 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.