DFX Intelligence
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Team lift-out
4 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for O•••• F•• I•••
wirehousetootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Denny Charles Bilikas | El Segundo, Ca | Dec 19, 2017 | Dec 15, 2017 |
| Garrick Allen Peters | El Segundo, Ca | Dec 19, 2017 | Dec 15, 2017 |
| Jonathan M Pineda | El Segundo, Ca | Dec 19, 2017 | Dec 15, 2017 |
| Loren Sinclair Peters | Palos Verdes Estates, Ca | Dec 19, 2017 | Dec 15, 2017 |
The rule
- Registrations ended
- Dec 19, 2017
- Registered next
- Dec 15, 2017
- Branch state
- CA
- Cities
- 2, most in El Segundo, Ca
- Registered there that day
- 19,822 (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.