DFX Intelligence
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Firm absorbed
3 advisors left T•••• for H•••••••• A•••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Todd Stober | Bellevue, Wa | Jan 29, 2015 | Jul 25, 2014 |
| Larry Lars Knudsen | Bellevue, Wa | Jan 29, 2015 | Jul 28, 2014 |
| Randall Williams-Gurian | Bellevue, Wa | Jan 29, 2015 | Jul 25, 2014 |
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
- Jan 29, 2015
- Registered next
- Jul 25, 2014 to Jul 28, 2014
- Branch state
- WA
- Cities
- 1, most in Bellevue, Wa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape