DFX Intelligence
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Team lift-out
7 advisors left M••••• S•••••• for U•• F•••••••• S••••••• I•••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cristina Alvarado Rodriguez | New York, Ny | Sep 11, 2024 | Aug 30, 2024 |
| Marcos Douer | New York, Ny | Sep 11, 2024 | Aug 30, 2024 |
| David M Heffez | New York, Ny | Sep 12, 2024 | Aug 30, 2024 |
| Gabriel J. Lasry | New York, Ny | Sep 12, 2024 | Aug 30, 2024 |
| Jessica Santiago | New York, Ny | Sep 12, 2024 | Aug 30, 2024 |
| Seema V Khanna | New York, Ny | Sep 12, 2024 | Aug 30, 2024 |
| Sophia K Newman | New York, Ny | Sep 12, 2024 | Aug 30, 2024 |
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
- Sep 11, 2024 to Sep 12, 2024
- Registered next
- Aug 30, 2024
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 20,594 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape