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Team lift-out
3 advisors left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Wilhelmina G Lo | Irvine, Ca | Jun 2, 2016 | Oct 31, 2016 |
| Kevin Andrew Salkey | San Francisco, Ca | Jun 13, 2016 | Jun 22, 2016 |
| Berta Alicia Gordon | El Monte, Ca | Jun 23, 2016 | Jan 30, 2017 |
The rule
- Registrations ended
- Jun 2, 2016 to Jun 23, 2016
- Registered next
- Jun 22, 2016 to Jan 30, 2017
- Branch state
- CA
- Cities
- 3, most in Irvine, Ca
- Registered there that day
- 3,840 (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.