DFX Intelligence
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Team lift-out
6 advisors left W•••• F•••• A••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tze Ee Hng | San Jose, Ca | Mar 8, 2022 | Mar 9, 2022 |
| James Anagnos | San Diego, Ca | Mar 22, 2022 | Apr 22, 2022 |
| Jimin Chen | Fremont, Ca | Mar 29, 2022 | May 17, 2022 |
| Zhouyang Joan Wang | San Francisco, Ca | Apr 7, 2022 | Apr 20, 2022 |
| Flor De Maria Gonzalez | El Segundo, Ca | Apr 12, 2022 | Apr 27, 2022 |
| Aries Chinsio | San Luis Obispo, Ca | Apr 21, 2022 | Apr 20, 2022 |
The rule
- Registrations ended
- Mar 8, 2022 to Apr 21, 2022
- Registered next
- Mar 9, 2022 to May 17, 2022
- Branch state
- CA
- Cities
- 6, most in San Jose, Ca
- Registered there that day
- 14,121 (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.