DFX Intelligence
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Team lift-out
2 advisors left J•••• J• D•••• C•• P• for R••• O• S•••• P•••••••• L••
unclassifiedtostate registeredOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Casie Rae Dunning | Boring, Or | Dec 31, 2023 | Dec 31, 2023 |
| Jerry James Davis | Boring, Or | Dec 31, 2023 | Feb 12, 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
- Dec 31, 2023
- Registered next
- Dec 31, 2023 to Feb 12, 2024
- Branch state
- OR
- Cities
- 1, most in Boring, Or
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape