DFX Intelligence
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Team lift-out
19 advisors left M•••••• I••••••••• A••••••• L•• for B•• P•••••••• I•••
no RAUMtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy L. Duncan | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Arthur Leslie Jackson | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Brian Patrick Corrigan | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Charles William Heil | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| David Francis Lagrange | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Elton Albert Bueche | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Eric Alexander Duncan | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Gary Paul Notch | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Jadyn Chang Loedding | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| James Constantine Kekeris | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| James Edward Nelson | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Jeffrey Patrick Roseman | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Joseph Richard Muller | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Joseph Ronald Medley | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Mark James Murtha | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Meredith Cabell Jones | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Paul Kurt Saxenmeyer | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| Peter Jon Ferraro | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
| William Rafford White | Manchester, Mo | Dec 31, 2016 | Dec 5, 2025 |
The rule
- Registrations ended
- Dec 31, 2016
- Registered next
- Dec 5, 2025
- Branch state
- MO
- Cities
- 1, most in Manchester, Mo
- Registered there that day
- 41 (people still on IAPD; an estimate)
- Share of that headcount
- 46%
- 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.