DFX Intelligence
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Team lift-out
5 advisors left S•• I••••••••• I••• for U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P••••••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lee Thomas Stoerzinger | Oakdale, Mn | Nov 14, 2017 | Nov 13, 2017 |
| Matthew Richard Benson | Oakdale, Mn | Nov 14, 2017 | Nov 13, 2017 |
| Alexander Louis Bush | Hopkins, Mn | Nov 17, 2017 | Nov 16, 2017 |
| Eric Jon Munkeby | Hopkins, Mn | Nov 17, 2017 | Nov 16, 2017 |
| Kenneth John Kramer | Hopkins, Mn | Nov 17, 2017 | Nov 16, 2017 |
The rule
- Registrations ended
- Nov 14, 2017 to Nov 17, 2017
- Registered next
- Nov 13, 2017 to Nov 16, 2017
- Branch state
- MN
- Cities
- 2, most in Hopkins, Mn
- Registered there that day
- 323 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- 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.