DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for A••••••••• F•••••••• S•••••••• L••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Leroy Prall | Harker Heights, Tx | Jan 23, 2020 | Jan 20, 2020 |
| Sidney Jacqueline Avila | Dallas, Tx | Jan 29, 2020 | Mar 25, 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
- Jan 23, 2020 to Jan 29, 2020
- Registered next
- Jan 20, 2020 to Mar 25, 2020
- Branch state
- TX
- Cities
- 2, most in Harker Heights, Tx
- Registered there that day
- 15,395 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape