DFX Intelligence
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Team lift-out
7 advisors left M••••• S•••••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jillian Rubenstein | New York, Ny | May 26, 2020 | May 22, 2020 |
| Joseph Beattie | New York, Ny | May 26, 2020 | May 22, 2020 |
| Desmond Djekovic | New York, Ny | May 27, 2020 | May 22, 2020 |
| Fortune Stephen Macri | New York, Ny | May 27, 2020 | May 22, 2020 |
| Kenneth Joseph Morris | New York, Ny | May 27, 2020 | May 22, 2020 |
| Steve G Condos | New York, Ny | May 27, 2020 | Oct 29, 2021 |
| Jared Evan Katzman | New York, Ny | May 28, 2020 | May 22, 2020 |
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
- May 26, 2020 to May 28, 2020
- Registered next
- May 22, 2020 to Oct 29, 2021
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 16,123 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape