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Team lift-out
5 advisors left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I•••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashley Foster Alexander | Charleston, Sc | Jan 22, 2020 | Jan 14, 2020 |
| Jason Donald Newton | Charleston, Sc | Jan 22, 2020 | Jan 14, 2020 |
| Julius Ernest Eldridge | Charleston, Sc | Jan 22, 2020 | Jan 14, 2020 |
| Robert Hugh Sasser | Charleston, Sc | Jan 22, 2020 | Jan 29, 2020 |
| Tyler Gene Morris | Florence, Sc | Jan 22, 2020 | Jan 14, 2020 |
The rule
- Registrations ended
- Jan 22, 2020
- Registered next
- Jan 14, 2020 to Jan 29, 2020
- Branch state
- SC
- Cities
- 2, most in Charleston, Sc
- Registered there that day
- 14,406 (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.