DFX Intelligence
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Team lift-out
2 advisors left E•• F•••••••• A••••••• for A••••••• A••••••• S•••••••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Paul De Guzman Juloya | San Diego, Ca | Mar 10, 2016 | May 10, 2016 |
| John Paul Fountain | San Diego, Ca | Mar 18, 2016 | May 11, 2016 |
The rule
- Registrations ended
- Mar 10, 2016 to Mar 18, 2016
- Registered next
- May 10, 2016 to May 11, 2016
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 168 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- 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.