DFX Intelligence
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Team lift-out
8 advisors left N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• for K•••• M•••••••••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Richard Skrobonja | Sunset Hills, Mo | Jul 10, 2017 | Jul 7, 2017 |
| Conner Capps | St Louis, Mo | Jul 10, 2017 | Jul 7, 2017 |
| Jacob Daniel Stansfield | Ellisville, Mo | Jul 10, 2017 | Jul 7, 2017 |
| Jessica Michelle Knutson | Crystal City, Mo | Jul 10, 2017 | Jul 7, 2017 |
| Keith Bernard Stinebaker | Ellisville, Mo | Jul 10, 2017 | Jul 7, 2017 |
| Steven J Perrmann | St Louis, Mo | Jul 10, 2017 | Jul 7, 2017 |
| Mark Charles Schreiber | St Louis, Mo | Jul 12, 2017 | Jul 7, 2017 |
| Robert Francis Schilly | Cape Girardeau, Mo | Jul 12, 2017 | Jul 7, 2017 |
The rule
- Registrations ended
- Jul 10, 2017 to Jul 12, 2017
- Registered next
- Jul 7, 2017
- Branch state
- MO
- Cities
- 5, most in St Louis, Mo
- Registered there that day
- 782 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- 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.