DFX Intelligence
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Channel change (one enterprise)
3 advisors moved from B•••••••• R••••• • F•••••••• I••• to B•••••••• R••••• • F•••••••
Not a lift-out: the two CRDs file under the same business name, 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.
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew John Ish | Menlo Park, Ca | May 2, 2016 | May 31, 2016 |
| Thomas Carl Myers | Menlo Park, Ca | May 2, 2016 | May 31, 2016 |
| Tyler Cory Johnson | Menlo Park, Ca | May 2, 2016 | May 25, 2016 |
The rule
- Registrations ended
- May 2, 2016
- Registered next
- May 25, 2016 to May 31, 2016
- Branch state
- CA
- Cities
- 1, most in Menlo Park, Ca
- Registered there that day
- 33 (people still on IAPD; an estimate)
- Share of that headcount
- 9.1%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape