DFX Intelligence
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Team lift-out
8 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for U•• F•••••••• S••••••• I•••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Xi Qiao | San Francisco, Ca | Oct 7, 2015 | Oct 2, 2015 |
| Jennifer Povlitz | San Francisco, Ca | Oct 14, 2015 | Sep 30, 2015 |
| Xiao-Chun Yu | Pasadena, Ca | Oct 20, 2015 | Oct 22, 2015 |
| Julie A Irato | Los Angeles, Ca | Nov 2, 2015 | Jul 1, 2024 |
| Cynthia Tung | Brea, Ca | Nov 3, 2015 | Nov 2, 2015 |
| Hsien Lin | San Francisco, Ca | Nov 6, 2015 | Nov 6, 2015 |
| Hsin-Yen Sunny Neilon | Brea, Ca | Nov 11, 2015 | Nov 2, 2015 |
| Hsiu-Hsin Yao | Brea, Ca | Nov 12, 2015 | Nov 2, 2015 |
The rule
- Registrations ended
- Oct 7, 2015 to Nov 12, 2015
- Registered next
- Sep 30, 2015 to Jul 1, 2024
- Branch state
- CA
- Cities
- 4, most in San Francisco, Ca
- Registered there that day
- 17,620 (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.