DFX Intelligence
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Team lift-out
3 advisors left S•• I••••••••• I••• for K•• F•••••••• S•••••••• I••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julie Ann Gawarecki | Siouz Falls, Sd | Nov 10, 2017 | Nov 13, 2017 |
| David Gordon Monkelien | Sioux Falls, Sd | Nov 13, 2017 | Nov 13, 2017 |
| Joseph David Monkelien | Sioux Falls, Sd | Nov 13, 2017 | Jan 8, 2019 |
The rule
- Registrations ended
- Nov 10, 2017 to Nov 13, 2017
- Registered next
- Nov 13, 2017 to Jan 8, 2019
- Branch state
- SD
- Cities
- 2, most in Sioux Falls, Sd
- Registered there that day
- 333 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- 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.