DFX Intelligence
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Team lift-out
5 advisors left S••••••• I••••••••• I••• for J••• H•••••• P••••••• F•••••••• S•••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Robert Friday | Westwood, Ma | Jun 30, 2016 | Jul 18, 2016 |
| Robert H Lamb | Westwood, Ma | Jun 30, 2016 | Jul 27, 2016 |
| Stephanie Rae Flynn-Schofield | Westwood, Ma | Jun 30, 2016 | Jul 27, 2016 |
| Dale Robert Powers | Westwood, Ma | Jul 6, 2016 | Sep 21, 2016 |
| Jeffrey Daniel Fernandes | Westwood, Ma | Jul 6, 2016 | Jul 18, 2016 |
The rule
- Registrations ended
- Jun 30, 2016 to Jul 6, 2016
- Registered next
- Jul 18, 2016 to Sep 21, 2016
- Branch state
- MA
- Cities
- 1, most in Westwood, Ma
- Registered there that day
- 865 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- 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.