DFX Intelligence
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Team lift-out
9 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Terrill A Smith | Downey, Ca | Mar 6, 2019 | Mar 8, 2019 |
| Jahaad Joseph Martin | Beverly Hills, Ca | Mar 11, 2019 | Apr 2, 2019 |
| William Pegram | Newport Beach, Ca | Mar 20, 2019 | May 3, 2019 |
| Damon Liang | San Francisco, Ca | Mar 29, 2019 | Apr 11, 2019 |
| Matthew Foster | Rohnert Park, Ca | Apr 5, 2019 | Mar 28, 2019 |
| Taylor Wallace Franzman | Fresno, Ca | Apr 8, 2019 | Jul 23, 2019 |
| Scott Brenner Jacobs | Laguna Niguel, Ca | Apr 12, 2019 | May 17, 2019 |
| Cesar Ricardo Chavez | San Pedro, Ca | Apr 18, 2019 | May 10, 2019 |
| Mindy Hiu Man Cheng | South Pasadena, Ca | Apr 22, 2019 | May 15, 2019 |
The rule
- Registrations ended
- Mar 6, 2019 to Apr 22, 2019
- Registered next
- Mar 8, 2019 to Jul 23, 2019
- Branch state
- CA
- Cities
- 9, most in Downey, Ca
- Registered there that day
- 20,960 (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.