DFX Intelligence
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Team lift-out
8 advisors left I••••• F•••••••• C••••••••• for I••••••••• A••••••• S••••••• I••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott Timothy Hinchey | Glastonbury, Ct | Sep 1, 2015 | Sep 1, 2015 |
| Kim Elizabeth Wawrzynowicz | East Lyme, Ct | Sep 2, 2015 | Sep 28, 2015 |
| Wendy Joan Richardson | Glastonbury, Ct | Sep 2, 2015 | Sep 25, 2015 |
| Michael Nobile | East Lyme, Ct | Sep 3, 2015 | Sep 1, 2015 |
| Philip Kerry Ludwig | Glastonbury, Ct | Sep 3, 2015 | Nov 6, 2015 |
| David Martin Tauber | Glastonbury, Ct | Sep 10, 2015 | Sep 8, 2015 |
| Jeffrey D Snyder | Hebron, Ct | Sep 10, 2015 | Sep 29, 2015 |
| Michael Gerard Mccabe | Glastonbury, Ct | Sep 10, 2015 | Sep 8, 2015 |
The rule
- Registrations ended
- Sep 1, 2015 to Sep 10, 2015
- Registered next
- Sep 1, 2015 to Nov 6, 2015
- Branch state
- CT
- Cities
- 3, most in Glastonbury, Ct
- Registered there that day
- 595 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- 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.