DFX Intelligence
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Team lift-out
2 advisors left C••••••• S••••••••• I••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Donald Melton | Conshohocken, Pa | Jul 11, 2024 | Oct 31, 2025 |
| Paul Linn | White Oak, Pa | Jul 23, 2024 | Jul 24, 2024 |
The rule
- Registrations ended
- Jul 11, 2024 to Jul 23, 2024
- Registered next
- Jul 24, 2024 to Oct 31, 2025
- Branch state
- PA
- Cities
- 2, most in Conshohocken, Pa
- Registered there that day
- 572 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- 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.