Advisors who moved together
search_ria_teamsTeams: clusters of advisors who left the same firm for the same firm from the same branch state within a 14-day chain, with member count, dates, spread, the from firm's headcount that day and the share that left (an estimate on a survivor-biased tape), whether a succession was filed, and the kind as a printed rule: TEAM_LIFT_OUT (2 to 49), LARGE_TRANSFER (50 or more), FIRM_ABSORBED (half or more of the firm, or a succession naming it), CHANNEL_CHANGE (the two CRDs are one enterprise: same name, same 75%+ owner around the move, or one name a prefix of the other; enterprise_evidence says which; left out unless asked for by kind). Filter by from or to firm, kind, move type, state, minimum members or date; include_members lists the people. A team is a rule over dates, never a claim about intent.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| kind | No | ||
| sort | No | ||
| limit | No | ||
| since | No | ISO date; first departure on or after. | |
| state | No | Two-letter US state code. | |
| until | No | ||
| cursor | No | next_cursor from a previous page of this tool, unchanged. | |
| move_type | No | ||
| to_dfx_id | No | An RIA graph id of the form dfx:ria:<uuid> (from search_ria, resolve_name or search_entities), or the firm's CRD number as a string. | |
| from_dfx_id | No | An RIA graph id of the form dfx:ria:<uuid> (from search_ria, resolve_name or search_entities), or the firm's CRD number as a string. | |
| min_members | No | ||
| include_members | No |