DFX Intelligence
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Team lift-out
8 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony J Cofone | Delray Beach, Fl | Jun 20, 2023 | Jun 16, 2023 |
| Christopher Scott Tritsch | Boca Raton, Fl | Jun 20, 2023 | Jun 16, 2023 |
| Kevin Michael Tritsch | Boca Raton, Fl | Jun 20, 2023 | Jun 16, 2023 |
| Iliana K Grozdeva | Delray Beach, Fl | Jun 22, 2023 | Jun 23, 2023 |
| Sarah Fowler Goldsmith | Orlando, Fl | Jul 3, 2023 | Jun 27, 2023 |
| Marguerite Ferguson | Jacksonville, Fl | Jul 10, 2023 | Jul 27, 2023 |
| George Luis Salguero | Ft Lauderdale, Fl | Jul 24, 2023 | Jul 21, 2023 |
| Mona H Salguero | Fort Lauderdale, Fl | Jul 27, 2023 | Jul 21, 2023 |
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
- Jun 20, 2023 to Jul 27, 2023
- Registered next
- Jun 16, 2023 to Jul 27, 2023
- Branch state
- FL
- Cities
- 6, most in Delray Beach, Fl
- Registered there that day
- 23,526 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape