DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Colby Kadlick | Boston, Ma | Jun 12, 2019 | Jul 10, 2019 |
| Janine Deforge Olson | Wellesley, Ma | Jun 13, 2019 | May 16, 2019 |
| Calixto Perez | Boston, Ma | Jun 26, 2019 | Jul 2, 2019 |
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
- Jun 12, 2019 to Jun 26, 2019
- Registered next
- May 16, 2019 to Jul 10, 2019
- Branch state
- MA
- Cities
- 2, most in Boston, Ma
- Registered there that day
- 14,971 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape