DFX Intelligence
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Team lift-out
6 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Patrick England | Columbus, Oh | Sep 17, 2024 | Sep 17, 2024 |
| Gregory Michael Bauers | Columbus, Oh | Sep 17, 2024 | Sep 16, 2024 |
| John Michael Bauers | Canal Winchester, Oh | Sep 17, 2024 | Sep 16, 2024 |
| Nick Joseph Beres | Columbus, Oh | Sep 17, 2024 | Sep 16, 2024 |
| Sean Michael Mcevoy | Columbus, Oh | Sep 17, 2024 | Sep 16, 2024 |
| Steven M Bauers | Columbus, Oh | Sep 17, 2024 | Sep 16, 2024 |
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
- Sep 17, 2024
- Registered next
- Sep 16, 2024 to Sep 17, 2024
- Branch state
- OH
- Cities
- 2, most in Columbus, Oh
- Registered there that day
- 5,643 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape