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Team lift-out

12 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Rezaul KaziDallas, TxJul 5, 2022Aug 17, 2022
Pablo HernandezHouston, TxJul 9, 2022Jul 28, 2022
Johnny Gabriel OrtegaFrisco, TxJul 12, 2022Nov 4, 2022
David BujacichFrisco, TxJul 14, 2022Aug 2, 2022
Daniel EliasFrisco, TxJul 18, 2022Oct 27, 2022
Eduardo EstradaSan Antonio, TxJul 22, 2022Sep 1, 2022
Ampelio VillaCedar Hill, TxAug 1, 2022Jul 27, 2022
Ramon Michael GaytanFrisco, TxAug 3, 2022Oct 27, 2022
Miguel FacundoHouston, TxAug 17, 2022Aug 19, 2022
Andrew RichardsonDallas, TxAug 29, 2022Oct 28, 2022
James CalcagnoThe Woodlands, TxAug 29, 2022Oct 5, 2022
Beatriz SalvatUniversal City, TxAug 31, 2022Sep 9, 2022
The rule
Registrations ended
Jul 5, 2022 to Aug 31, 2022
Registered next
Jul 27, 2022 to Nov 4, 2022
Branch state
TX
Cities
8, most in Frisco, Tx
Registered there that day
21,869 (people still on IAPD; an estimate)
Share of that headcount
0.1%
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.

Other teams out of M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Other teams into J••• M••••• S••••••••• L••