DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Li Wang | San Francisco, Ca | Oct 29, 2019 | Dec 13, 2019 |
| Kevin Samuel Aronov | Northridge, Ca | Nov 6, 2019 | Nov 21, 2019 |
| Eugene Mendoza | San Jose, Ca | Nov 15, 2019 | Feb 25, 2020 |
| Arda Kara Thomas | Granada Hills, Ca | Nov 27, 2019 | Dec 26, 2019 |
| Rima Chakraborty | Alamo, Ca | Dec 2, 2019 | Jan 2, 2020 |
The rule
- Registrations ended
- Oct 29, 2019 to Dec 2, 2019
- Registered next
- Nov 21, 2019 to Feb 25, 2020
- Branch state
- CA
- Cities
- 5, most in San Francisco, Ca
- Registered there that day
- 21,278 (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.