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Team lift-out

10 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for U•• F•••••••• S••••••• I•••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
April A. FisherWilliamsville, NyJan 6, 2016Jan 25, 2016
Michael Charles WassermanNew York, NyJan 6, 2016Jan 4, 2016
Rafael Amilcar CastilloNew York, NyJan 14, 2016Jan 8, 2016
Michele LitwinskiNew York, NyJan 19, 2016Jan 21, 2016
David Harold HollenbaughNew York, NyJan 20, 2016Jan 19, 2016
Wayne Julius SafroNew York, NyJan 20, 2016Jan 19, 2016
James Jin PaineNew York, NyJan 22, 2016Jan 19, 2016
Sean Jermaine CampbellNew York, NyJan 22, 2016Jan 19, 2016
Kevin ChauvinNew York, NyJan 29, 2016Jan 19, 2016
Steven Thomas PostNew York, NyJan 29, 2016Jan 28, 2016
The rule
Registrations ended
Jan 6, 2016 to Jan 29, 2016
Registered next
Jan 4, 2016 to Jan 28, 2016
Branch state
NY
Cities
2, most in New York, Ny
Registered there that day
17,899 (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.