DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for S••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stacy Ann Talarico | Dexter, Mi | May 31, 2019 | Jan 24, 2020 |
| Deidra Stierle | Ypsilanti, Mi | Jun 12, 2019 | Aug 15, 2019 |
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
- May 31, 2019 to Jun 12, 2019
- Registered next
- Aug 15, 2019 to Jan 24, 2020
- Branch state
- MI
- Cities
- 2, most in Dexter, Mi
- Registered there that day
- 16,278 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape