DFX Intelligence
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Team lift-out
2 advisors left N••••••••• I••••••••• A•••••••• L•• for E•••••• A••••••• G••••• L••
BD affiliatedtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Vallejo | Columbus, Oh | Dec 10, 2019 | Jan 14, 2021 |
| Amy Beauchene | Columbus, Oh | Dec 19, 2019 | Apr 14, 2021 |
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
- Dec 10, 2019 to Dec 19, 2019
- Registered next
- Jan 14, 2021 to Apr 14, 2021
- Branch state
- OH
- Cities
- 1, most in Columbus, Oh
- Registered there that day
- 297 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape