DFX Intelligence
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Team lift-out
3 advisors left J••••• M••••••••• S•••• L•• for G••••• R••••••••• P••••••• L••
BD affiliatedtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Danielle Rose O'Brien | Franklin, Tn | Feb 25, 2025 | Feb 14, 2025 |
| Jordan Fleming Sibler | Brentwood, Tn | Feb 25, 2025 | Feb 14, 2025 |
| Steven Walter Glasgow | Franklin, Tn | Feb 25, 2025 | Feb 14, 2025 |
The rule
- Registrations ended
- Feb 25, 2025
- Registered next
- Feb 14, 2025
- Branch state
- TN
- Cities
- 2, most in Franklin, Tn
- Registered there that day
- 1,229 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- 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.