DFX Intelligence
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Team lift-out
6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric M Schaffer | New York, Ny | Jul 10, 2023 | Jul 7, 2023 |
| Anthony Robert Russo | Saratoga Springs, Ny | Jul 14, 2023 | Jul 10, 2023 |
| Regan Michael Delancey | Saratoga Springs, Ny | Jul 14, 2023 | Jul 10, 2023 |
| Stacy Evalyn Akaka | Saratoga Springs, Ny | Jul 14, 2023 | Jul 10, 2023 |
| Patrick J O'Leary | Smithtown, Ny | Jul 24, 2023 | Jul 21, 2023 |
| Bentley R Wilkerson | New York, Ny | Aug 3, 2023 | Aug 28, 2024 |
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
- Jul 10, 2023 to Aug 3, 2023
- Registered next
- Jul 7, 2023 to Aug 28, 2024
- Branch state
- NY
- Cities
- 3, most in Saratoga Springs, Ny
- Registered there that day
- 23,558 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape