DFX Intelligence
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Team lift-out
5 advisors left M••••• S•••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Joseph Bello | Stamford, Ct | Feb 22, 2019 | Feb 20, 2019 |
| Brian P Scanlon | Westport, Ct | Feb 22, 2019 | Feb 20, 2019 |
| Sandra Milena Bonilla | Westport, Ct | Feb 22, 2019 | Feb 20, 2019 |
| Sarah V Man | Westport, Ct | Feb 22, 2019 | Feb 20, 2019 |
| James Richard Alperin | Greenwich, Ct | Mar 6, 2019 | Mar 15, 2019 |
The rule
- Registrations ended
- Feb 22, 2019 to Mar 6, 2019
- Registered next
- Feb 20, 2019 to Mar 15, 2019
- Branch state
- CT
- Cities
- 3, most in Westport, Ct
- Registered there that day
- 14,977 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- 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.