DFX Intelligence
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Team lift-out
6 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Voong | Los Angeles, Ca | Jul 13, 2017 | Jul 21, 2017 |
| Leilei Chen | Los Angeles, Ca | Jul 13, 2017 | Oct 17, 2017 |
| Namer Nader Fakhoury | Riverside, Ca | Jul 25, 2017 | Oct 2, 2017 |
| Veronica Naomi Kern | Manhattan Beach, Ca | Jul 26, 2017 | Aug 28, 2017 |
| Justin Shum | Glendale, Ca | Jul 31, 2017 | Sep 6, 2017 |
| Constantina Cox | San Diego, Ca | Aug 9, 2017 | Aug 2, 2017 |
The rule
- Registrations ended
- Jul 13, 2017 to Aug 9, 2017
- Registered next
- Jul 21, 2017 to Oct 17, 2017
- Branch state
- CA
- Cities
- 5, most in Los Angeles, Ca
- Registered there that day
- 19,258 (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.