DFX Intelligence
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Team lift-out
7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Edward Hale | Vienna, Va | Aug 14, 2017 | Aug 14, 2017 |
| Pamela Bailey Murphy | Vienna, Va | Aug 14, 2017 | Aug 11, 2017 |
| Brendan C Toone | Richmond, Va | Aug 24, 2017 | Aug 18, 2017 |
| Christopher Raymond Beal | Williamsburg, Va | Aug 30, 2017 | Aug 18, 2017 |
| Cynthia Hancock Conner | Roanoke, Va | Aug 30, 2017 | Aug 29, 2017 |
| Ryland Hoover Hubbard | Roanoke, Va | Aug 31, 2017 | Aug 30, 2017 |
| Donna Lynn Caron | Roanoke, Va | Sep 1, 2017 | Aug 30, 2017 |
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
- Aug 14, 2017 to Sep 1, 2017
- Registered next
- Aug 11, 2017 to Aug 30, 2017
- Branch state
- VA
- Cities
- 4, most in Roanoke, Va
- Registered there that day
- 19,317 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape