DFX Intelligence
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Team lift-out
4 advisors left B••••••• C•••••• I••• for M••••• S••••••
othertowirehouseOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Christine Long | New York, Ny | Dec 4, 2015 | May 16, 2016 |
| Harris Evan Mandel | New York, Ny | Dec 15, 2015 | Dec 18, 2015 |
| Aixa Rosado | New York, Ny | Dec 28, 2015 | Aug 2, 2017 |
| Roberto C Irias | New York, Ny | Dec 28, 2015 | Aug 28, 2018 |
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
- Dec 4, 2015 to Dec 28, 2015
- Registered next
- Dec 18, 2015 to Aug 28, 2018
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 161 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- Succession by the destination
- none on the tape