DFX Intelligence
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Team lift-out
6 advisors left M••••• S•••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chris Allen Beeman | Roseville, Ca | Aug 24, 2018 | Aug 23, 2018 |
| Alexandra Papazian Telaro | Sacramento, Ca | Aug 30, 2018 | Aug 30, 2018 |
| Heather Brooke Djuric | Sacramento, Ca | Aug 30, 2018 | Aug 31, 2018 |
| James Aloysius Diepenbrock | Sacramento, Ca | Aug 30, 2018 | Aug 30, 2018 |
| Mark Joseph Chapman | Sacramento, Ca | Aug 30, 2018 | Aug 30, 2018 |
| Sophia Oh-Nguyen | Carlsbad, Ca | Sep 4, 2018 | Sep 12, 2018 |
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
- Aug 24, 2018 to Sep 4, 2018
- Registered next
- Aug 23, 2018 to Sep 12, 2018
- Branch state
- CA
- Cities
- 3, most in Sacramento, Ca
- Registered there that day
- 14,625 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape