DFX Intelligence
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Team lift-out
4 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Beth J Michele | Scottsdale, Az | Jun 16, 2022 | Jun 15, 2022 |
| Brian Taylor Armstrong | Scottsdale, Az | Jun 16, 2022 | Jun 21, 2022 |
| Catherine Elizabeth Esparza | Scottsdale, Az | Jun 16, 2022 | Jul 11, 2022 |
| Samira Arikat | Scottsdale, Az | Jun 16, 2022 | Jun 17, 2022 |
The ruleHow a team is typedA 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.
- Registrations ended
- Jun 16, 2022
- Registered next
- Jun 15, 2022 to Jul 11, 2022
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 6,859 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape