DFX Intelligence
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Team lift-out
5 advisors left L•• F•••••••• L•• for W••••••• F•••••••• S•••••••• I•••
othertoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam David Gafner | Crivitz, Wi | Oct 31, 2017 | Oct 23, 2017 |
| David Alan Horn | Green Bay, Wi | Oct 31, 2017 | Oct 23, 2017 |
| Gary T Brewton | De Pere, Wi | Oct 31, 2017 | Oct 23, 2017 |
| Jacqueline Marie Karpinsky | Green Bay, Wi | Oct 31, 2017 | Oct 23, 2017 |
| Karl James Weizenicker | Franklin, Wi | Nov 7, 2017 | Oct 31, 2017 |
The rule
- Registrations ended
- Oct 31, 2017 to Nov 7, 2017
- Registered next
- Oct 23, 2017 to Oct 31, 2017
- Branch state
- WI
- Cities
- 4, most in Green Bay, Wi
- Registered there that day
- 6,625 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- 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.