DFX Intelligence
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Team lift-out
8 advisors left O•••• F•• I••• for G••••• R••••••••• P••••••• L••
BD affiliatedtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mason Bonnycastle Hardy | Columbia, Sc | Jul 17, 2024 | Jul 17, 2024 |
| Matthew Lee Bowers | Columbia, Sc | Jul 17, 2024 | Jul 18, 2024 |
| Samuel Alex Boulware | Columbia, Sc | Jul 17, 2024 | Jul 17, 2024 |
| William Herbert Phillips | Columbia, Sc | Jul 17, 2024 | Jul 17, 2024 |
| Christopher Sloop | Columbia, Sc | Jul 18, 2024 | Jul 18, 2024 |
| James William Barnett | Columbia, Sc | Jul 19, 2024 | Jul 18, 2024 |
| Rhett Nolan Sinclair | Columbia, Sc | Jul 19, 2024 | Jul 17, 2024 |
| Terry Allen Crenshaw | Columbia, Sc | Jul 22, 2024 | Jul 17, 2024 |
The rule
- Registrations ended
- Jul 17, 2024 to Jul 22, 2024
- Registered next
- Jul 17, 2024 to Jul 18, 2024
- Branch state
- SC
- Cities
- 1, most in Columbia, Sc
- Registered there that day
- 204 (people still on IAPD; an estimate)
- Share of that headcount
- 3.9%
- 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.