DFX Intelligence
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Team lift-out
4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Regina Bennett | New York, Ny | Jul 19, 2016 | Mar 15, 2017 |
| Robert John Connelly | New York, Ny | Jul 19, 2016 | Apr 28, 2017 |
| Jessica Ann Heath | New York, Ny | Jul 26, 2016 | Aug 9, 2016 |
| Aaron Wolfe | New York, Ny | Jul 29, 2016 | Aug 28, 2017 |
The rule
- Registrations ended
- Jul 19, 2016 to Jul 29, 2016
- Registered next
- Aug 9, 2016 to Aug 28, 2017
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 18,319 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape
A 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.