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 |
|---|---|---|---|
| Karin Aey | New Albany, Oh | Oct 16, 2019 | Feb 21, 2020 |
| Lance Alan White | New Albany, Oh | Oct 16, 2019 | Oct 7, 2019 |
| Shane Moran | New Albany, Oh | Oct 16, 2019 | Oct 30, 2019 |
| Matthew David Penrod | New Albany, Oh | Oct 29, 2019 | Oct 7, 2019 |
| Michael Joseph Platte | Columbus, Oh | Oct 31, 2019 | Oct 7, 2019 |
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, 2019 to Oct 31, 2019
- Registered next
- Oct 7, 2019 to Feb 21, 2020
- Branch state
- OH
- Cities
- 2, most in New Albany, Oh
- Registered there that day
- 7,862 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape