DFX Intelligence
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Team lift-out
2 advisors left N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• for A••••••••• F•••••••• S•••••••• L••
othertonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Robert Lavin | Gardena, Ca | Nov 18, 2016 | Nov 14, 2016 |
| Mark James Sudol | Gardena, Ca | Nov 21, 2016 | Nov 10, 2016 |
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
- Nov 18, 2016 to Nov 21, 2016
- Registered next
- Nov 10, 2016 to Nov 14, 2016
- Branch state
- CA
- Cities
- 1, most in Gardena, Ca
- Registered there that day
- 782 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape