DFX Intelligence
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Team lift-out
4 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for S••••• A••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edward Allen Maynard | Cincinnati, Oh | Apr 6, 2015 | Mar 30, 2015 |
| Michael Louis Perkins | Cincinnati, Oh | Apr 6, 2015 | Mar 30, 2015 |
| Ethan Allen Cox | Cincinnati, Oh | Apr 7, 2015 | Mar 31, 2015 |
| Patrick Edward O'Connor | Cincinnati, Oh | Apr 7, 2015 | Mar 30, 2015 |
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
- Apr 6, 2015 to Apr 7, 2015
- Registered next
- Mar 30, 2015 to Mar 31, 2015
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 1,524 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape