DFX Intelligence
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Team lift-out
7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jack Rutledge | Bonsall, Ca | Oct 1, 2020 | Sep 29, 2020 |
| Jon Charles Frandell | Bonsall, Ca | Oct 1, 2020 | Sep 29, 2020 |
| Tiffany Saxon-Sandoval | Bonsall, Ca | Oct 1, 2020 | Sep 29, 2020 |
| Melanie Leigh Foster | Walnut Creek, Ca | Oct 13, 2020 | Oct 9, 2020 |
| Tommie Lafayette Murphy | Walnut Creek, Ca | Oct 13, 2020 | Oct 9, 2020 |
| David Degrandmont | Roseville, Ca | Oct 21, 2020 | Oct 19, 2020 |
| Matthew Schirmer | Roseville, Ca | Oct 21, 2020 | Oct 19, 2020 |
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 1, 2020 to Oct 21, 2020
- Registered next
- Sep 29, 2020 to Oct 19, 2020
- Branch state
- CA
- Cities
- 3, most in Bonsall, Ca
- Registered there that day
- 22,028 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape