DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michelle Maier Martin | San Mateo, Ca | Dec 24, 2020 | Jan 22, 2021 |
| Adriana Luna | Claremont, Ca | Jan 4, 2021 | Dec 24, 2021 |
The ruleHow a team is typedA 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.
- Registrations ended
- Dec 24, 2020 to Jan 4, 2021
- Registered next
- Jan 22, 2021 to Dec 24, 2021
- Branch state
- CA
- Cities
- 2, most in San Mateo, Ca
- Registered there that day
- 22,299 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape