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 |
|---|---|---|---|
| Vela Marie Caspersen | Pepper Pike, Oh | Oct 17, 2022 | Oct 27, 2022 |
| Patricia Lynne Braun | Cleveland, Oh | Oct 31, 2022 | Oct 28, 2022 |
| Alishia F Hussain | Cleveland, Oh | Nov 1, 2022 | Oct 28, 2022 |
| Dominic Bahige Najem | Westlake, Oh | Nov 1, 2022 | Oct 31, 2022 |
| Edward Brendan Siegler | Cleveland, Oh | Nov 1, 2022 | Oct 28, 2022 |
| Michael R Brennan | North Olmsted, Oh | Nov 1, 2022 | Oct 31, 2022 |
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
- Oct 17, 2022 to Nov 1, 2022
- Registered next
- Oct 27, 2022 to Oct 31, 2022
- Branch state
- OH
- Cities
- 4, most in Cleveland, Oh
- Registered there that day
- 22,105 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape