DFX Intelligence
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Team lift-out
4 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alice Legan Mitchell | St Petersburg, Fl | May 17, 2022 | May 9, 2022 |
| Richard Stephen Marcatos | Clearwater, Fl | May 17, 2022 | May 9, 2022 |
| Carlos Eugenio Lowell | Coral Gables, Fl | May 24, 2022 | May 16, 2022 |
| John Stefano Kotsonis | Fort Myers, Fl | May 31, 2022 | May 31, 2022 |
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
- May 17, 2022 to May 31, 2022
- Registered next
- May 9, 2022 to May 31, 2022
- Branch state
- FL
- Cities
- 4, most in Clearwater, Fl
- Registered there that day
- 8,329 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape