DFX Intelligence
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Team lift-out
6 advisors left M•• F•••••••• S•••••••• I••• for C••••••••• F•••••••• N••••••
othertonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Robert Luckey | Monaca, Pa | Aug 31, 2016 | Aug 26, 2016 |
| Malcolm David Walker | Beaver, Pa | Aug 31, 2016 | Aug 26, 2016 |
| Alan Andrew Flick | Beaver Falls, Pa | Sep 7, 2016 | Aug 12, 2016 |
| Curtis Aiken | Beaver Falls, Pa | Sep 7, 2016 | Aug 12, 2016 |
| Daniel Albert Flick | Monaca, Pa | Sep 13, 2016 | Aug 15, 2016 |
| Kevin Scott Flick | Beaver Falls, Pa | Sep 13, 2016 | Aug 12, 2016 |
The rule
- Registrations ended
- Aug 31, 2016 to Sep 13, 2016
- Registered next
- Aug 12, 2016 to Aug 26, 2016
- Branch state
- PA
- Cities
- 3, most in Beaver Falls, Pa
- Registered there that day
- 1,991 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- a succession within a year (Aug 10, 2017), 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.