DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cheryl N Lorenzo | Los Angeles, Ca | Jan 25, 2017 | Oct 26, 2018 |
| Jacob S. Nichols | Fresno, Ca | Jan 26, 2017 | Jan 31, 2017 |
The rule
- Registrations ended
- Jan 25, 2017 to Jan 26, 2017
- Registered next
- Jan 31, 2017 to Oct 26, 2018
- Branch state
- CA
- Cities
- 2, most in Los Angeles, Ca
- Registered there that day
- 13,752 (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.