DFX Intelligence
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Team lift-out
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Pedro Jimenez | White Plains, Ny | Nov 26, 2019 | Dec 12, 2019 |
| Nathaniel Osborne | New York, Ny | Nov 27, 2019 | Dec 12, 2019 |
| Paul Samuel St. Amour | New York, Ny | Dec 3, 2019 | Dec 11, 2019 |
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
- Nov 26, 2019 to Dec 3, 2019
- Registered next
- Dec 11, 2019 to Dec 12, 2019
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 21,400 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape