DFX Intelligence
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Team lift-out
5 advisors left A••••••••• F•••••••• S•••••••• L•• for L•••••• P•••• F•••••••• G••••
national BDtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Hull | Bellevue, Oh | Jun 21, 2021 | Jul 15, 2021 |
| Brook Bright | Avon, Oh | Jun 21, 2021 | Jul 20, 2021 |
| Garrett Allen Bourbina | Avon, Oh | Jun 21, 2021 | Jul 16, 2021 |
| Susan S Vasu | Avon, Oh | Jun 21, 2021 | Jul 15, 2021 |
| Joey Lee Flinner | Avon, Oh | Jun 29, 2021 | Jul 20, 2021 |
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
- Jun 21, 2021 to Jun 29, 2021
- Registered next
- Jul 15, 2021 to Jul 20, 2021
- Branch state
- OH
- Cities
- 2, most in Avon, Oh
- Registered there that day
- 9,793 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape