DFX Intelligence
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Team lift-out
5 advisors left J••••• H•••••••• W••• L••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frank Mcleod Munn | Lexington, Sc | Feb 18, 2016 | Feb 9, 2016 |
| Lewis Eugene Butler | Myrtle Beach, Sc | Feb 18, 2016 | Feb 10, 2016 |
| Quincy Adolphus Kennedy | Florence, Sc | Feb 18, 2016 | Feb 9, 2016 |
| Torben Jensen Seear | Florence, Sc | Feb 18, 2016 | Feb 9, 2016 |
| William Scott Mitchell | Florence, Sc | Feb 18, 2016 | Feb 9, 2016 |
The rule
- Registrations ended
- Feb 18, 2016
- Registered next
- Feb 9, 2016 to Feb 10, 2016
- Branch state
- SC
- Cities
- 3, most in Florence, Sc
- Registered there that day
- 335 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- 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.