DFX Intelligence
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Team lift-out
6 advisors left T••••••• I••••••••• M••••••••• I••• for T••••••• A•••• M••••••••• L••
BD affiliatedtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Blaine Robert Gundershaug | Minneapolis, Mn | Jun 13, 2019 | Jul 8, 2019 |
| Daniel Robert Chouanard | Minneapolis, Mn | Jun 13, 2019 | Jun 25, 2019 |
| John Carter Weiler | Minneapolis, Mn | Jun 13, 2019 | Jul 8, 2019 |
| Maxime Killian Shaughnessy | Minneapolis, Mn | Jun 13, 2019 | Jul 8, 2019 |
| Philip E Ardelean | Minneapolis, Mn | Jun 13, 2019 | Jul 8, 2019 |
| Steven Jared Zimmerman | Minneapolis, Mn | Jun 13, 2019 | Jul 8, 2019 |
The rule
- Registrations ended
- Jun 13, 2019
- Registered next
- Jun 25, 2019 to Jul 8, 2019
- Branch state
- MN
- Cities
- 1, most in Minneapolis, Mn
- Registered there that day
- 1,719 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- 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.