DFX Intelligence
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Team lift-out
5 advisors left I•••••••• C•••••• A••••••• for T•• C•••••• A••••••• G•••• A••••••• S•••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Allen Machtig | Lynnfield, Ma | Jul 23, 2016 | May 31, 2006 |
| Roger Alan Anderson | Lynnfield, Ma | Jul 23, 2016 | Jan 13, 2014 |
| David Ervin Denniston | Lynnfield, Ma | Jul 25, 2016 | Sep 11, 2008 |
| Mark Alan Foreman | Lynnfield, Ma | Jul 25, 2016 | Jan 13, 2014 |
| Todd Joseph Morris | Lynnfield, Ma | Jul 25, 2016 | Jan 4, 2016 |
The rule
- Registrations ended
- Jul 23, 2016 to Jul 25, 2016
- Registered next
- May 31, 2006 to Jan 4, 2016
- Branch state
- MA
- Cities
- 1, most in Lynnfield, Ma
- Registered there that day
- 198 (people still on IAPD; an estimate)
- Share of that headcount
- 2.5%
- 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.