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Team lift-out
4 advisors left C••••• S••••• S••••••••• •••• L•• for U•• F•••••••• S••••••• I•••
othertowirehouseOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Leo Herlihy | Boston, Ma | Jan 28, 2016 | Jan 5, 2016 |
| Adam Paul Rogers | Boston, Ma | Feb 10, 2016 | Jan 14, 2016 |
| Alyssa Leigh Reilly | Boston, Ma | Feb 10, 2016 | Jan 14, 2016 |
| Michael Clark Bishop | Boston, Ma | Feb 10, 2016 | Jan 14, 2016 |
The rule
- Registrations ended
- Jan 28, 2016 to Feb 10, 2016
- Registered next
- Jan 5, 2016 to Jan 14, 2016
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 269 (people still on IAPD; an estimate)
- Share of that headcount
- 1.5%
- 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.