DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle M Dileo | Mount Laurel, Nj | Feb 28, 2020 | Feb 28, 2020 |
| Gina Barcello-Reed | Ship Bottom, Nj | Mar 4, 2020 | Mar 6, 2020 |
| Jonathan Chu | Fort Lee, Nj | Mar 10, 2020 | Mar 6, 2020 |
| Kenny W Chang | Fort Lee, Nj | Mar 10, 2020 | Mar 6, 2020 |
| Christopher George Nice | Pennington, Nj | Mar 13, 2020 | Jun 25, 2020 |
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
- Feb 28, 2020 to Mar 13, 2020
- Registered next
- Feb 28, 2020 to Jun 25, 2020
- Branch state
- NJ
- Cities
- 4, most in Fort Lee, Nj
- Registered there that day
- 21,684 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape