DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for W•••••• W••••• M••••••••• L••
wirehousetootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Doris Gasca Silva | Fort Worth, Tx | Sep 16, 2016 | Sep 13, 2016 |
| Kim Denise Campbell | Lewisville, Tx | Sep 16, 2016 | Sep 14, 2016 |
The rule
- Registrations ended
- Sep 16, 2016
- Registered next
- Sep 13, 2016 to Sep 14, 2016
- Branch state
- TX
- Cities
- 2, most in Fort Worth, Tx
- Registered there that day
- 13,601 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Apr 22, 2016), not necessarily this firm
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.