DFX Intelligence
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Team lift-out
11 advisors left C••••• S••••• S••••••••• •••• L•• for W•••• F•••• A•••••••
othertowirehouseOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Anthony Milnes | West Conshohocken, Pa | Feb 2, 2016 | Jan 7, 2016 |
| Regan Veronica Schumacher | West Conshohocken, Pa | Feb 2, 2016 | Jan 7, 2016 |
| Saundra Jane Gibson Genoni | West Conshohocken, Pa | Feb 2, 2016 | Jan 7, 2016 |
| Anthony Louis Celentano | West Conshohocken, Pa | Feb 10, 2016 | Jan 15, 2016 |
| Charles David Kurtzman | West Conshohocken, Pa | Feb 10, 2016 | Jan 15, 2016 |
| Christopher Hunter Atlee | West Conshohocken, Pa | Feb 10, 2016 | Jan 15, 2016 |
| Jamie Michelle Stapf | West Conshohocken, Pa | Feb 10, 2016 | Jan 20, 2016 |
| William Lowry Lane | West Conshohocken, Pa | Feb 10, 2016 | Jan 15, 2016 |
| Gary Stephen Gounaris | West Conshohocken, Pa | Feb 17, 2016 | Jan 21, 2016 |
| Joseph Richard Godwin | West Conshohocken, Pa | Feb 17, 2016 | Jan 21, 2016 |
| Katie L Hemmert | West Conshohocken, Pa | Feb 17, 2016 | Jan 21, 2016 |
The rule
- Registrations ended
- Feb 2, 2016 to Feb 17, 2016
- Registered next
- Jan 7, 2016 to Jan 21, 2016
- Branch state
- PA
- Cities
- 1, most in West Conshohocken, Pa
- Registered there that day
- 258 (people still on IAPD; an estimate)
- Share of that headcount
- 4.3%
- 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.