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 |
|---|---|---|---|
| Daniel Alejandro Ramirez | La Quinta, Ca | Mar 28, 2023 | Apr 4, 2023 |
| Eduardo Gonzalez Perez | Riverside, Ca | Apr 3, 2023 | Dec 12, 2023 |
| Esteban Muniz | Santa Ana, Ca | Apr 14, 2023 | Apr 3, 2023 |
| Lizbeth H Perez | Oxnard, Ca | Apr 17, 2023 | Apr 26, 2023 |
| Mohammad Asif Hassan Sheikh | Foster City, Ca | Apr 24, 2023 | May 10, 2023 |
The rule
- Registrations ended
- Mar 28, 2023 to Apr 24, 2023
- Registered next
- Apr 3, 2023 to Dec 12, 2023
- Branch state
- CA
- Cities
- 5, most in Rancho Mirage, Ca
- Registered there that day
- 23,144 (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.