DFX Intelligence
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Team lift-out
8 advisors left N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• for S••••••••• A•••••• A•••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Cepeda | Pine Bush, Ny | Oct 26, 2017 | Oct 20, 2017 |
| Sandeepkumar Mangubhai Patel | West Nyack, Ny | Oct 27, 2017 | Oct 20, 2017 |
| William John Niederauer | Goshen, Ny | Oct 27, 2017 | Oct 25, 2017 |
| Roger Allen Pikul | Wappingers Falls, Ny | Nov 8, 2017 | Oct 23, 2017 |
| Gary Coley Meyerer | New City, Ny | Nov 9, 2017 | Nov 1, 2017 |
| George Julius Moeschlin | New York, Ny | Nov 9, 2017 | Nov 2, 2017 |
| Mark Edward Choinski | Poughkeepsie, Ny | Nov 9, 2017 | Nov 2, 2017 |
| Michael Albert Gandet | Goshen, Ny | Nov 9, 2017 | Nov 1, 2017 |
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
- Oct 26, 2017 to Nov 9, 2017
- Registered next
- Oct 20, 2017 to Nov 2, 2017
- Branch state
- NY
- Cities
- 7, most in Goshen, Ny
- Registered there that day
- 601 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape