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Team lift-out

3 advisors left W•• A•••••••• L• for K••••• A••••••• S•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Eddie GhabourLewes, DeMar 21, 2017Mar 20, 2017
Joseph Albert GhabourLewes, DeMar 21, 2017Mar 20, 2017
Michael Thomas RedmondDover, DeMar 21, 2017Mar 20, 2017
The rule
Registrations ended
Mar 21, 2017
Registered next
Mar 20, 2017
Branch state
DE
Cities
2, most in Lewes, De
Registered there that day
91 (people still on IAPD; an estimate)
Share of that headcount
3.3%
Succession by the destination
a succession within a year (Apr 7, 2016), 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.