DFX Intelligence
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Team lift-out
3 advisors left S•••••••• I••••••••• M••••••••• for E••••• J••••
othertonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel P Cox | Saint Louis, Mo | Nov 18, 2016 | Dec 8, 2016 |
| Matthew Lindley | Saint Louis, Mo | Nov 25, 2016 | Nov 25, 2016 |
| Christopher Koertge | Saint Louis, Mo | Dec 2, 2016 | Dec 2, 2016 |
The rule
- Registrations ended
- Nov 18, 2016 to Dec 2, 2016
- Registered next
- Nov 25, 2016 to Dec 8, 2016
- Branch state
- MO
- Cities
- 1, most in Saint Louis, Mo
- Registered there that day
- 203 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- Succession by the destination
- none on the tape
A 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.