DFX Intelligence
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Team lift-out
8 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Richard Felger | Cincinnati, Oh | Apr 21, 2025 | Apr 17, 2025 |
| Anthony M Duggan | Cincinnati, Oh | Apr 21, 2025 | Apr 17, 2025 |
| Benjamin R Stacy | Cincinnati, Oh | Apr 21, 2025 | Apr 17, 2025 |
| Brian G Delany | Cincinnati, Oh | Apr 21, 2025 | Apr 17, 2025 |
| Christopher Lee Sprenkle | Cincinnati, Oh | Apr 21, 2025 | Apr 17, 2025 |
| John Weston Willcox | Cincinnati, Oh | Apr 21, 2025 | Apr 17, 2025 |
| Patricia N Hagood | Cincinnati, Oh | Apr 21, 2025 | Apr 17, 2025 |
| Jorden Rhodes | Miamisburg, Oh | Apr 28, 2025 | May 13, 2025 |
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
- Apr 21, 2025 to Apr 28, 2025
- Registered next
- Apr 17, 2025 to May 13, 2025
- Branch state
- OH
- Cities
- 2, most in Cincinnati, Oh
- Registered there that day
- 24,357 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape