DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wilfredo Oscar Nevarez | Mill Valley, Ca | May 24, 2018 | Jun 13, 2018 |
| Samantha Bakke | Chico, Ca | Jun 6, 2018 | May 29, 2018 |
The rule
- Registrations ended
- May 24, 2018 to Jun 6, 2018
- Registered next
- May 29, 2018 to Jun 13, 2018
- Branch state
- CA
- Cities
- 2, most in Mill Valley, Ca
- Registered there that day
- 4,682 (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.