DFX Intelligence
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Team lift-out
9 advisors left J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andy Mazmanian | Toluca Lake, Ca | Oct 6, 2022 | Oct 5, 2022 |
| Guy Milner | San Diego, Ca | Oct 8, 2022 | Oct 7, 2022 |
| Steven Reiad Azer | El Segundo, Ca | Oct 8, 2022 | Nov 2, 2022 |
| Michael Quan Dao | Huntington Beach, Ca | Oct 22, 2022 | Oct 20, 2022 |
| Paul K San | Thousand Oaks, Ca | Oct 22, 2022 | Oct 20, 2022 |
| Ally Chiayin Li | Diamond Bar, Ca | Oct 26, 2022 | Nov 17, 2022 |
| Erica Wenjun Wu | Saratoga, Ca | Nov 2, 2022 | Nov 22, 2022 |
| Julius Bih Huan Fang | El Cerrito, Ca | Nov 8, 2022 | Dec 14, 2022 |
| Peter Seyedi | Santa Clara, Ca | Nov 13, 2022 | Dec 14, 2022 |
The rule
- Registrations ended
- Oct 6, 2022 to Nov 13, 2022
- Registered next
- Oct 5, 2022 to Dec 14, 2022
- Branch state
- CA
- Cities
- 9, most in Toluca Lake, Ca
- Registered there that day
- 7,196 (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.