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 |
|---|---|---|---|
| Christian Taylor Hudnall | Dallas, Tx | Jan 2, 2018 | Apr 9, 2018 |
| Temitope Omobola Ojofeitimi | Humble, Tx | Jan 3, 2018 | Jan 17, 2018 |
| Matthew Wesley Smith | Conroe, Tx | Jan 12, 2018 | Jan 5, 2018 |
| Jason David Gordon | Houston, Tx | Jan 16, 2018 | Jan 12, 2018 |
| Thomas Scott Holstead | Houston, Tx | Jan 16, 2018 | Jan 12, 2018 |
| Jonathan Odell Davis | Stafford, Tx | Jan 22, 2018 | Jan 1, 2026 |
The rule
- Registrations ended
- Jan 2, 2018 to Jan 22, 2018
- Registered next
- Jan 5, 2018 to Jan 1, 2026
- Branch state
- TX
- Cities
- 5, most in Houston, Tx
- Registered there that day
- 19,849 (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.