DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andres Dela Torre | San Ramon, Ca | Mar 29, 2023 | Jul 8, 2024 |
| Jesus Alejandro Loje Sanchez | San Diego, Ca | Mar 29, 2023 | Apr 6, 2023 |
| Christopher J Hernandez | Westlake Village, Ca | Mar 31, 2023 | Apr 18, 2023 |
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
- Mar 29, 2023 to Mar 31, 2023
- Registered next
- Apr 6, 2023 to Jul 8, 2024
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 13,769 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape