DFX Intelligence
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Team lift-out
3 advisors left L•• F•••••••• L•• for M•••••
othertostate registeredOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert James Reamer | Kirkland, Wa | Oct 28, 2015 | Aug 6, 2012 |
| David Michael Moretsky | Kirkland, Wa | Nov 2, 2015 | Dec 16, 2005 |
| Matthew Dougald Mckellar | Kirkland, Wa | Nov 2, 2015 | Dec 16, 2005 |
The rule
- Registrations ended
- Oct 28, 2015 to Nov 2, 2015
- Registered next
- Dec 16, 2005 to Aug 6, 2012
- Branch state
- WA
- Cities
- 1, most in Kirkland, Wa
- Registered there that day
- 6,737 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- 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.