DFX Intelligence
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Team lift-out
12 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Minto | New York, Ny | Jun 21, 2021 | Jun 22, 2021 |
| Carlos Narvaez | New York, Ny | Jun 21, 2021 | Jul 12, 2021 |
| Nicolaos Praskelli | New York, Ny | Jun 21, 2021 | Jul 1, 2021 |
| Michael E Reszkowski | New York, Ny | Jul 2, 2021 | Jul 23, 2021 |
| Thomas Kane Coates | New York, Ny | Jul 16, 2021 | Aug 19, 2021 |
| Sarah H Mcgrane | New York, Ny | Jul 27, 2021 | Aug 26, 2021 |
| Michael Thomas Neumann | New York, Ny | Aug 2, 2021 | Jul 30, 2021 |
| Elise D Defenbaugh | New York, Ny | Aug 4, 2021 | Aug 2, 2021 |
| Henry Marin | New York, Ny | Aug 4, 2021 | Aug 19, 2021 |
| Kyle Daniel Ellis | New York, Ny | Aug 16, 2021 | Aug 13, 2021 |
| Jayne L Smith | New York, Ny | Aug 17, 2021 | Aug 18, 2021 |
| Daulton Michael Miller | New York, Ny | Aug 26, 2021 | Aug 20, 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
- Jun 21, 2021 to Aug 26, 2021
- Registered next
- Jun 22, 2021 to Aug 26, 2021
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 22,290 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape