DFX Intelligence
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Team lift-out
3 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christi M Noren | Marysville, Oh | Sep 27, 2024 | Sep 20, 2024 |
| Andrew Joseph Barkley | Rocky River, Oh | Sep 30, 2024 | Sep 26, 2024 |
| Christopher Jay Edelman | Bay Village, Oh | Oct 3, 2024 | Sep 26, 2024 |
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
- Sep 27, 2024 to Oct 3, 2024
- Registered next
- Sep 20, 2024 to Sep 26, 2024
- Branch state
- OH
- Cities
- 3, most in Marysville, Oh
- Registered there that day
- 11,615 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape