DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
wirehousetootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher John Vetrano | Santa Rosa, Ca | Oct 31, 2016 | Nov 28, 2016 |
| Ian Harold Rosenfield | San Francisco, Ca | Oct 31, 2016 | Nov 14, 2016 |
| Brandon Lee Van Goethen | San Francisco, Ca | Nov 1, 2016 | Nov 14, 2016 |
| Michael Amsel Rossi | San Francisco, Ca | Nov 1, 2016 | Nov 14, 2016 |
The rule
- Registrations ended
- Oct 31, 2016 to Nov 1, 2016
- Registered next
- Nov 14, 2016 to Nov 28, 2016
- Branch state
- CA
- Cities
- 2, most in San Francisco, Ca
- Registered there that day
- 13,694 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- 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.