DFX Intelligence
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Team lift-out
4 advisors left T••••• A••••••• S•••••••• I••• for S•••••• S••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cathy Wheeler Jones | Macon, Ga | Jun 19, 2018 | Jun 22, 2018 |
| John Thomas Carter | Macon, Ga | Jun 19, 2018 | Jun 18, 2018 |
| John Ron Woodford | Macon, Ga | Jun 20, 2018 | Jun 18, 2018 |
| Lirime Mcguire | Macon, Ga | Jun 20, 2018 | Jun 14, 2018 |
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
- Jun 19, 2018 to Jun 20, 2018
- Registered next
- Jun 14, 2018 to Jun 22, 2018
- Branch state
- GA
- Cities
- 1, most in Macon, Ga
- Registered there that day
- 944 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape