DFX Intelligence
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Team lift-out
7 advisors left W•••• F•••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nathaniel Joya Ticman | Irvine, Ca | Aug 9, 2022 | Aug 18, 2022 |
| Edgar Perez | Los Angeles, Ca | Aug 22, 2022 | Sep 23, 2022 |
| Joeffrey S Sunga | Anaheim, Ca | Aug 23, 2022 | Sep 26, 2022 |
| Jeannie Shen | Rancho Cucamonga, Ca | Aug 24, 2022 | Aug 19, 2022 |
| Carlos Eduardo Salazar Ramirez | Long Beach, Ca | Sep 1, 2022 | Oct 5, 2022 |
| Chiayu Lin | San Jose, Ca | Sep 1, 2022 | Feb 9, 2024 |
| Juan Galvez | El Segundo, Ca | Sep 15, 2022 | Nov 21, 2022 |
The ruleHow a team is typedA 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.
- Registrations ended
- Aug 9, 2022 to Sep 15, 2022
- Registered next
- Aug 18, 2022 to Feb 9, 2024
- Branch state
- CA
- Cities
- 7, most in Irvine, Ca
- Registered there that day
- 14,003 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape