DFX Intelligence
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Team lift-out
4 advisors left W•••• F•••• A••••••• for U•• F•••••••• S••••••• I•••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kenneth Joseph Rinehart | Cincinnati, Oh | Nov 27, 2015 | Nov 30, 2015 |
| Kevin Joseph Ruther | Cincinnati, Oh | Nov 27, 2015 | Nov 24, 2015 |
| Mark Edward Ledonne | Cincinnati, Oh | Nov 27, 2015 | Nov 25, 2015 |
| Tricia Lyn Dorcheff | Cincinnati, Oh | Nov 27, 2015 | Dec 7, 2015 |
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
- Nov 27, 2015
- Registered next
- Nov 24, 2015 to Dec 7, 2015
- Branch state
- OH
- Cities
- 1, most in Cincinnati, Oh
- Registered there that day
- 12,956 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape