DFX Intelligence
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Team lift-out
2 advisors left C•••••••• G••••• M•••••• I••• for J••• M••••• S••••••••• L••
othertowirehouseOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John-Paul Tomassetti | Long Island City, Ny | Sep 22, 2017 | Jan 23, 2024 |
| Richard Gabriele | New York, Ny | Sep 27, 2017 | May 30, 2018 |
The rule
- Registrations ended
- Sep 22, 2017 to Sep 27, 2017
- Registered next
- May 30, 2018 to Jan 23, 2024
- Branch state
- NY
- Cities
- 2, most in Long Island City, Ny
- Registered there that day
- 938 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- 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.