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Team lift-out
2 advisors left O•••• F•• I••• for S••••• A•••• M••••••••• L••
BD affiliatedtounclassifiedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Vincent Onofrio | Branford, Ct | Jun 12, 2024 | Jul 10, 2023 |
| Frank Joseph Navario | Branford, Ct | Jun 13, 2024 | Jul 27, 2011 |
The rule
- Registrations ended
- Jun 12, 2024 to Jun 13, 2024
- Registered next
- Jul 27, 2011 to Jul 10, 2023
- Branch state
- CT
- Cities
- 1, most in Branford, Ct
- Registered there that day
- 211 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- 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.