DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from B•• F•••••••• A•••• M••••••••• I••• to C•••••• H••• I••••••••• M••••••••• I•••
Not a lift-out: both firms report Bok Financial Corporation as a 75%+ owner on Schedule A around the move, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
institutionaltootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Thomas Vowinkle | Houston, Tx | Dec 14, 2021 | Dec 9, 2021 |
| Robert Logan Burnam | Houston, Tx | Dec 14, 2021 | Dec 9, 2021 |
The rule
- Registrations ended
- Dec 14, 2021
- Registered next
- Dec 9, 2021
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- One enterprise because
- both firms report Bok Financial Corporation as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape