DFX Intelligence
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Team lift-out
5 advisors left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Garza | Houston, Tx | Apr 8, 2015 | Apr 15, 2015 |
| Ronnie Dutton | Sherman, Tx | Apr 20, 2015 | Apr 10, 2015 |
| Ivan Pena | Mcallen, Tx | Apr 29, 2015 | May 4, 2015 |
| Robert Lee Alaniz | Austin, Tx | Apr 29, 2015 | May 15, 2015 |
| Mark Edward Rhodes | Dallas, Tx | May 11, 2015 | May 18, 2015 |
The rule
- Registrations ended
- Apr 8, 2015 to May 11, 2015
- Registered next
- Apr 10, 2015 to May 18, 2015
- Branch state
- TX
- Cities
- 5, most in Houston, Tx
- Registered there that day
- 3,652 (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.