DFX Intelligence
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Team lift-out
11 advisors left S•• I••••••••• I••• for K••••• A••••••• S•••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron M Gordon | San Diego, Ca | Jul 21, 2016 | Aug 8, 2016 |
| Carmen Guy Cercone | San Diego, Ca | Jul 21, 2016 | Aug 4, 2016 |
| Danny Thomas | San Diego, Ca | Jul 21, 2016 | Jul 28, 2016 |
| Fiore J Liberta | San Diego, Ca | Jul 21, 2016 | Jul 29, 2016 |
| Jacob Guy Cercone | San Diego, Ca | Jul 21, 2016 | Jul 29, 2016 |
| James Lee Bruce | San Diego, Ca | Jul 21, 2016 | Jul 28, 2016 |
| Kyle Hess Richardson | San Diego, Ca | Jul 21, 2016 | Aug 8, 2016 |
| Laura Jane Grewe | San Diego, Ca | Jul 21, 2016 | Jul 29, 2016 |
| Richard Samuel Liberante | San Diego, Ca | Jul 21, 2016 | Aug 8, 2016 |
| Ronald Thomas Davies | San Diego, Ca | Jul 21, 2016 | Aug 11, 2016 |
| Tyler Allen Brilinski | San Diego, Ca | Jul 21, 2016 | Aug 8, 2016 |
The rule
- Registrations ended
- Jul 21, 2016
- Registered next
- Jul 28, 2016 to Aug 11, 2016
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 410 (people still on IAPD; an estimate)
- Share of that headcount
- 2.7%
- Succession by the destination
- a succession within a year (Apr 7, 2016), not necessarily this firm
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.