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Team lift-out
3 advisors left L•• F•••••••• L•• for O•••• I••••••••• I•••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Lee Curtis | Plainville, Ct | Dec 18, 2015 | Dec 1, 2015 |
| James Vincent Grace | Dayville, Ct | Dec 21, 2015 | Dec 1, 2015 |
| Justin Rodrigues | Wethersfield, Ct | Dec 28, 2015 | Jan 14, 2016 |
The rule
- Registrations ended
- Dec 18, 2015 to Dec 28, 2015
- Registered next
- Dec 1, 2015 to Jan 14, 2016
- Branch state
- CT
- Cities
- 3, most in Plainville, Ct
- Registered there that day
- 6,623 (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.