DFX Intelligence
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Team lift-out
4 advisors left C••••• S••••• S••••••••• •••• L•• for S•••••• N••••••• • C••••••• I•••••••••
othertonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald Hite Kinsey | Dallas, Tx | Feb 17, 2016 | Jan 21, 2016 |
| Matthew Joseph Pickett | Dallas, Tx | Feb 17, 2016 | Jan 21, 2016 |
| Travis Penhollow Moss | Dallas, Tx | Feb 17, 2016 | Jan 21, 2016 |
| Shawn James Ezzo | Dallas, Tx | Feb 18, 2016 | Jan 21, 2016 |
The rule
- Registrations ended
- Feb 17, 2016 to Feb 18, 2016
- Registered next
- Jan 21, 2016
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 233 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- 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.