DFX Intelligence
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Team lift-out
6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Christopher Masias | Los Angeles, Ca | May 17, 2022 | May 16, 2022 |
| Mher Khukoyan | Pasadena, Ca | May 22, 2022 | May 23, 2022 |
| Yessenia Yaquelin Loza | Modesto, Ca | May 25, 2022 | Sep 28, 2022 |
| Joseph Arnold Vignoni | Ontario, Ca | May 26, 2022 | May 25, 2022 |
| Lauri Ann Smith | San Diego, Ca | Jun 1, 2022 | Aug 11, 2022 |
| Enrique Riveros-Valle | Roseville, Ca | Jun 6, 2022 | Jun 3, 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
- May 17, 2022 to Jun 6, 2022
- Registered next
- May 16, 2022 to Sep 28, 2022
- Branch state
- CA
- Cities
- 6, most in Los Angeles, Ca
- Registered there that day
- 21,863 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape