DFX Intelligence
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Team lift-out
2 advisors left J••• M••••• S••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua D'Jalma Garnier | Houston, Tx | Apr 14, 2016 | Aug 23, 2016 |
| Marco Antonio Escobar | San Antonio, Tx | Apr 20, 2016 | Apr 19, 2016 |
The rule
- Registrations ended
- Apr 14, 2016 to Apr 20, 2016
- Registered next
- Apr 19, 2016 to Aug 23, 2016
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 3,781 (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.