DFX Intelligence
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Team lift-out
24 advisors left W•••••• • R••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Agatha Christine Robinson | Overland Park, Ks | Aug 23, 2021 | Aug 27, 2021 |
| Joel Mcginness | Overland Park, Ks | Aug 23, 2021 | Feb 10, 2022 |
| John Carlson | Overland Park, Ks | Aug 23, 2021 | Nov 19, 2021 |
| Kenrick Thompson | Overland Park, Ks | Aug 23, 2021 | Nov 15, 2021 |
| Kent Dean Sherfey | Overland Park, Ks | Aug 23, 2021 | Sep 22, 2021 |
| Yurij Szelewycz | Overland Park, Ks | Aug 24, 2021 | Nov 12, 2021 |
| Daniel Philip Werkowitch | Overland Park, Ks | Aug 26, 2021 | Aug 16, 2021 |
| Michael Wayne Thornhill | Overland Park, Ks | Sep 7, 2021 | Aug 4, 2021 |
| Austin Matthew Turner | Overland Park, Ks | Sep 8, 2021 | Sep 10, 2021 |
| Brian Walter Cunningham | Overland Park, Ks | Sep 8, 2021 | Sep 10, 2021 |
| Cynthia Lynn Biernbaum | Overland Park, Ks | Sep 8, 2021 | Sep 9, 2021 |
| Matthew Dale Campbell | Overland Park, Ks | Sep 8, 2021 | Sep 10, 2021 |
| Skylar Wright | Overland Park, Ks | Sep 8, 2021 | Aug 16, 2021 |
| Joanne Vera Mcknight | Overland Park, Ks | Sep 14, 2021 | Oct 8, 2021 |
| Tobin Jon Brandt | Overland Park, Ks | Sep 14, 2021 | Oct 8, 2021 |
| Brian James O'Konski | Overland Park, Ks | Sep 15, 2021 | Aug 16, 2022 |
| Christopher Lyle Vance | Overland Park, Ks | Sep 15, 2021 | Aug 10, 2021 |
| Derrick Joel Evans | Overland Park, Ks | Sep 15, 2021 | Mar 21, 2022 |
| Jacob Robert Quint | Overland Park, Ks | Sep 15, 2021 | Sep 10, 2021 |
| Jennifer Lynn Guerrero | Overland Park, Ks | Sep 15, 2021 | Nov 5, 2021 |
| Lindsey Janelle Freese | Overland Park, Ks | Sep 15, 2021 | Aug 17, 2022 |
| Sarah Day | Overland Park, Ks | Sep 15, 2021 | Sep 10, 2021 |
| Tyler Alexander Porter | Overland Park, Ks | Sep 15, 2021 | Aug 17, 2022 |
| Matthew Kirk Reeves | Overland Park, Ks | Sep 17, 2021 | Sep 21, 2021 |
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
- Aug 23, 2021 to Sep 17, 2021
- Registered next
- Aug 4, 2021 to Aug 17, 2022
- Branch state
- KS
- Cities
- 1, most in Overland Park, Ks
- Registered there that day
- 53 (people still on IAPD; an estimate)
- Share of that headcount
- 45%
- Succession by the destination
- none on the tape