DFX Intelligence
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Team lift-out
6 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Yaworski | Redwood City, Ca | Jul 15, 2022 | Jul 19, 2022 |
| Kunal Sharma | Culver City, Ca | Jul 18, 2022 | Aug 16, 2022 |
| Jerry F. Dillon | El Segundo, Ca | Jul 20, 2022 | Jul 21, 2022 |
| Gary Le Lam | Claremont, Ca | Jul 29, 2022 | Aug 23, 2022 |
| Victor Hugo Avila | Carson, Ca | Jul 30, 2022 | Aug 29, 2022 |
| Deji Nathan Spencer-Walters | Northridge, Ca | Aug 2, 2022 | Aug 1, 2022 |
The rule
- Registrations ended
- Jul 15, 2022 to Aug 2, 2022
- Registered next
- Jul 19, 2022 to Aug 29, 2022
- Branch state
- CA
- Cities
- 6, most in Redwood City, Ca
- Registered there that day
- 6,904 (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.