DFX Intelligence
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Team lift-out
6 advisors left J••• M••••• S••••••••• L•• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Hutchinson Kadish | Los Angeles, Ca | Feb 29, 2016 | Feb 17, 2016 |
| Gidon Abram Nach | Los Angeles, Ca | Feb 29, 2016 | Feb 18, 2016 |
| Heather Miran Chung | Los Angeles, Ca | Feb 29, 2016 | Feb 17, 2016 |
| Henry Wu | Los Angeles, Ca | Feb 29, 2016 | Feb 18, 2016 |
| Nancy Evelyn Molina | Los Angeles, Ca | Feb 29, 2016 | Feb 17, 2016 |
| Nicholas Evan Davey | Los Angeles, Ca | Feb 29, 2016 | Feb 18, 2016 |
The rule
- Registrations ended
- Feb 29, 2016
- Registered next
- Feb 17, 2016 to Feb 18, 2016
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 3,726 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- 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.