DFX Intelligence
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Team lift-out
4 advisors left V•••• F•••••••• A•••••••• I••• for O•••• F•• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Michael Greenspan | Nashua, Nh | Nov 15, 2023 | Oct 27, 2023 |
| Colin Dennis Hatchard | Hampton, Nh | Nov 15, 2023 | Oct 27, 2023 |
| Edward William Mcbride | Nashua, Nh | Nov 15, 2023 | Oct 30, 2023 |
| Sarah Jane Forhan | Hampton, Nh | Nov 21, 2023 | Oct 27, 2023 |
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 15, 2023 to Nov 21, 2023
- Registered next
- Oct 27, 2023 to Oct 30, 2023
- Branch state
- NH
- Cities
- 2, most in Nashua, Nh
- Registered there that day
- 1,160 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape