DFX Intelligence
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Team lift-out
7 advisors left U•• F•••••••• S••••••• I••• for M••••• S••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Christopher Brown | Paducah, Ky | Sep 25, 2024 | Sep 16, 2024 |
| Jason Burnett Straub | Paducah, Ky | Sep 25, 2024 | Sep 16, 2024 |
| Lydia Chappell May | Paducah, Ky | Sep 25, 2024 | Sep 16, 2024 |
| Adrienne Brown Yeager | Paducah, Ky | Sep 26, 2024 | Sep 16, 2024 |
| Jamey Richard Brown | Paducah, Ky | Sep 26, 2024 | Sep 16, 2024 |
| Krista Smith Taliaferro | Paducah, Ky | Sep 26, 2024 | Sep 16, 2024 |
| Melissa Ann Breeden | Paducah, Ky | Sep 26, 2024 | Sep 16, 2024 |
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
- Sep 25, 2024 to Sep 26, 2024
- Registered next
- Sep 16, 2024
- Branch state
- KY
- Cities
- 1, most in Paducah, Ky
- Registered there that day
- 9,008 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape