DFX Intelligence
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Firm absorbed
6 advisors left A••••••••• A••••••• L•• for W•••••••••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara Alison Traylor Smith | Centennial, Co | Dec 15, 2016 | Apr 1, 2016 |
| Bryan David Cannon | Centennial, Co | Dec 15, 2016 | Mar 18, 2016 |
| Christopher Andre Benson | Centennial, Co | Dec 15, 2016 | Mar 17, 2016 |
| Jeffrey Alan Murray | Centennial, Co | Dec 15, 2016 | Mar 14, 2016 |
| Mark Andrew Teerlinck | Centennial, Co | Dec 15, 2016 | Mar 10, 2016 |
| Travis Lee Cook | Castle Rock, Co | Dec 15, 2016 | Mar 24, 2016 |
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 15, 2016
- Registered next
- Mar 10, 2016 to Apr 1, 2016
- Branch state
- CO
- Cities
- 2, most in Centennial, Co
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape