DFX Intelligence
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Team lift-out
4 advisors left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sydney Elizabeth Wilson | Encinitas, Ca | May 14, 2022 | Jun 3, 2022 |
| Jose Guadalupe Leon | Long Beach, Ca | May 18, 2022 | Dec 15, 2022 |
| David Burritt | Santa Rosa, Ca | May 24, 2022 | May 23, 2022 |
| Josh Ebadi | Fremont, Ca | May 31, 2022 | Aug 30, 2022 |
The rule
- Registrations ended
- May 14, 2022 to May 31, 2022
- Registered next
- May 23, 2022 to Dec 15, 2022
- Branch state
- CA
- Cities
- 4, most in Encinitas, Ca
- Registered there that day
- 6,800 (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.