DFX Intelligence
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Team lift-out
2 advisors left O••••••••• • C•• I••• for A••••••••• F•••••••• S•••••••• L••
othertonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robb Christopher Hageman | New York, Ny | Apr 15, 2016 | Apr 15, 2016 |
| Evan Ira Fischer | New York, Ny | Apr 18, 2016 | Apr 18, 2016 |
The rule
- Registrations ended
- Apr 15, 2016 to Apr 18, 2016
- Registered next
- Apr 15, 2016 to Apr 18, 2016
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 780 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- 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.