DFX Intelligence
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Team lift-out
4 advisors left R•••••• J•••• • A••••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
national BDtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Oliver Mansour | St Petersburg, Fl | Oct 20, 2017 | Mar 15, 2018 |
| Jon Michael Trombetto | Naples, Fl | Oct 27, 2017 | Nov 8, 2017 |
| Melvin Ovet Perez | Coral Gables, Fl | Oct 30, 2017 | Nov 8, 2017 |
| Oscar Jesus Castellanos | Coral Gables, Fl | Oct 30, 2017 | Nov 6, 2017 |
The rule
- Registrations ended
- Oct 20, 2017 to Oct 30, 2017
- Registered next
- Nov 6, 2017 to Mar 15, 2018
- Branch state
- FL
- Cities
- 3, most in Coral Gables, Fl
- Registered there that day
- 2,969 (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.