DFX Intelligence
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Team lift-out
5 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Tann | Los Angeles, Ca | Jan 15, 2022 | Jan 14, 2022 |
| Justin L Ross | San Diego, Ca | Jan 26, 2022 | Feb 9, 2022 |
| Kenneth Davis | Los Angeles, Ca | Jan 28, 2022 | Jan 18, 2022 |
| Orzalla Sulaimankhil | Long Beach, Ca | Feb 9, 2022 | Apr 6, 2022 |
| Anh Hoang Vu | Garden Grove, Ca | Feb 11, 2022 | Feb 10, 2022 |
The rule
- Registrations ended
- Jan 15, 2022 to Feb 11, 2022
- Registered next
- Jan 14, 2022 to Apr 6, 2022
- Branch state
- CA
- Cities
- 4, most in Los Angeles, Ca
- Registered there that day
- 6,438 (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.