DFX Intelligence
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Team lift-out
5 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Steven Archer | Los Angeles, Ca | Oct 16, 2018 | Oct 5, 2018 |
| Kevin Richard Martin | Los Angeles, Ca | Oct 16, 2018 | Oct 8, 2018 |
| Nancy Evelyn Molina | Los Angeles, Ca | Oct 17, 2018 | Oct 5, 2018 |
| Renee Pei-Shih Raver | Los Angeles, Ca | Oct 18, 2018 | Oct 8, 2018 |
| Wen-Yueh Hu | San Francisco, Ca | Oct 18, 2018 | Nov 1, 2018 |
The ruleHow a team is typedA 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.
- Registrations ended
- Oct 16, 2018 to Oct 18, 2018
- Registered next
- Oct 5, 2018 to Nov 1, 2018
- Branch state
- CA
- Cities
- 2, most in Los Angeles, Ca
- Registered there that day
- 7,832 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape