DFX Intelligence
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Team lift-out
3 advisors left J••• M••••• S••••••••• L•• for U•• F•••••••• S••••••• I•••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Andrew Bryant | Palm Beach, Fl | Apr 14, 2016 | Apr 4, 2016 |
| Meryll Biala Bangsil | Boca Raton, Fl | Apr 14, 2016 | Apr 4, 2016 |
| Andrea Calderon Testa | Boca Raton, Fl | Apr 15, 2016 | Mar 31, 2016 |
The rule
- Registrations ended
- Apr 14, 2016 to Apr 15, 2016
- Registered next
- Mar 31, 2016 to Apr 4, 2016
- Branch state
- FL
- Cities
- 2, most in Boca Raton, Fl
- 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.