DFX Intelligence
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Team lift-out
6 advisors left I••••••••• F•••••••• P••••••• for I••••••••• A•••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Wayne Thorsen | Jacksonville, Fl | Nov 13, 2018 | Nov 12, 2018 |
| Jordan Eva Mavrakos | Dunedin, Fl | Nov 19, 2018 | Oct 26, 2018 |
| Taylor Rae Mavrakos | Dunedin, Fl | Nov 19, 2018 | Oct 26, 2018 |
| Charles Edwin Hatch | Tallahassee, Fl | Nov 27, 2018 | Dec 5, 2018 |
| Travis Stanley Barnes | Tallahassee, Fl | Nov 27, 2018 | Dec 3, 2018 |
| Leigh A Nickel | Davie, Fl | Nov 28, 2018 | Dec 4, 2018 |
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
- Nov 13, 2018 to Nov 28, 2018
- Registered next
- Oct 26, 2018 to Dec 5, 2018
- Branch state
- FL
- Cities
- 4, most in Dunedin, Fl
- Registered there that day
- 372 (people still on IAPD; an estimate)
- Share of that headcount
- 1.6%
- Succession by the destination
- none on the tape