DFX Intelligence
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Team lift-out
3 advisors left U•• F•••••••• S••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Heather Rachel Gottlich | Malibu, Ca | Nov 29, 2016 | Nov 18, 2016 |
| Michael Gailis Lutz | Beverly Hills, Ca | Nov 29, 2016 | Nov 21, 2016 |
| Michael John Hulley | Irvine, Ca | Dec 6, 2016 | Nov 17, 2016 |
The rule
- Registrations ended
- Nov 29, 2016 to Dec 6, 2016
- Registered next
- Nov 17, 2016 to Nov 21, 2016
- Branch state
- CA
- Cities
- 3, most in Malibu, Ca
- Registered there that day
- 7,592 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- 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.