DFX Intelligence
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Team lift-out
4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alex Perez | New York, Ny | Aug 14, 2018 | Aug 20, 2018 |
| Kathleen Frances Flaherty | New York, Ny | Aug 14, 2018 | Aug 13, 2018 |
| Byung S Lee | New York, Ny | Aug 27, 2018 | Aug 27, 2018 |
| Steve Wootaek Lee | New York, Ny | Aug 27, 2018 | Aug 29, 2018 |
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
- Aug 14, 2018 to Aug 27, 2018
- Registered next
- Aug 13, 2018 to Aug 29, 2018
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 20,428 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape