DFX Intelligence
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Team lift-out
8 advisors left J••• M••••• S••••••••• L•• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian S. Bechelli | San Francisco, Ca | Mar 28, 2017 | Mar 24, 2017 |
| Donald C Fung | San Francisco, Ca | Mar 28, 2017 | Mar 24, 2017 |
| Frank Harvey Almendarez | San Francisco, Ca | Mar 28, 2017 | Mar 24, 2017 |
| James Matthew Palleschi | San Francisco, Ca | Mar 28, 2017 | Mar 24, 2017 |
| John Richard Campbell | San Francisco, Ca | Mar 28, 2017 | Mar 24, 2017 |
| Robert L Sheely | Santa Cruz, Ca | Mar 30, 2017 | May 17, 2017 |
| Sue Jeanette Banas | Los Angeles, Ca | Apr 5, 2017 | Mar 31, 2017 |
| David E Doll | Los Angeles, Ca | Apr 11, 2017 | Apr 3, 2017 |
The rule
- Registrations ended
- Mar 28, 2017 to Apr 11, 2017
- Registered next
- Mar 24, 2017 to May 17, 2017
- Branch state
- CA
- Cities
- 3, most in San Francisco, Ca
- Registered there that day
- 4,103 (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.