DFX Intelligence
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Team lift-out
8 advisors left C••••• S••••• S••••••••• •••• L•• for W•••• F•••• A•••••••
othertowirehouseOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Philip Edward Cowen | Chicago, Il | Jan 28, 2016 | Jan 4, 2016 |
| Richard Joseph Kirsch | Northbrook, Il | Feb 2, 2016 | Jan 8, 2016 |
| Robert Andrew Hon | Chicago, Il | Feb 2, 2016 | Jan 7, 2016 |
| Daniel Philip Madura | Chicago, Il | Feb 10, 2016 | Jan 14, 2016 |
| William J. Buhr | Chicago, Il | Feb 24, 2016 | Jan 28, 2016 |
| Cynthia Faraci | Northbrook, Il | Feb 25, 2016 | Feb 17, 2016 |
| Peter Mccarthy | Chicago, Il | Feb 25, 2016 | Feb 17, 2016 |
| Alan Frederic Myers | Chicago, Il | Feb 26, 2016 | Feb 18, 2016 |
The rule
- Registrations ended
- Jan 28, 2016 to Feb 26, 2016
- Registered next
- Jan 4, 2016 to Feb 18, 2016
- Branch state
- IL
- Cities
- 2, most in Chicago, Il
- Registered there that day
- 269 (people still on IAPD; an estimate)
- Share of that headcount
- 3.0%
- 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.