DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael O Solis | Livermore, Ca | Aug 8, 2016 | Jan 27, 2017 |
| Garret Scott Giglia | Los Angeles, Ca | Aug 16, 2016 | Aug 22, 2016 |
| Eric Scott Hager | San Francisco, Ca | Aug 29, 2016 | Aug 26, 2016 |
| Kevin Edward Barnes | San Francisco, Ca | Aug 29, 2016 | Aug 26, 2016 |
| Shannon S Tan | San Francisco, Ca | Aug 29, 2016 | Aug 26, 2016 |
The rule
- Registrations ended
- Aug 8, 2016 to Aug 29, 2016
- Registered next
- Aug 22, 2016 to Jan 27, 2017
- Branch state
- CA
- Cities
- 3, most in San Francisco, Ca
- Registered there that day
- 18,348 (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.