DFX Intelligence
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Team lift-out
4 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for R•••••• J•••• • A••••••••• I•••
othertonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Joseph Mcallister | Garden City, Ny | Jul 27, 2017 | Jun 14, 2021 |
| Mark Krauss | Garden City, Ny | Jul 27, 2017 | Oct 5, 2017 |
| Vincent Lopes | Garden City, Ny | Jul 27, 2017 | Jul 28, 2017 |
| Zachary Michael Herrera | Garden City, Ny | Jul 27, 2017 | Jul 28, 2017 |
The rule
- Registrations ended
- Jul 27, 2017
- Registered next
- Jul 28, 2017 to Jun 14, 2021
- Branch state
- NY
- Cities
- 1, most in Garden City, Ny
- Registered there that day
- 3,448 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape
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.