DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from A•••• A•••• M••••••••• I•• to A•••• A•••• M••••••••• I•••
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.
othertostate registeredOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Michael Piller | Anaheim, Ca | May 15, 2020 | Oct 4, 2019 |
| Kenneth Joseph Catanzarite | Anaheim, Ca | May 15, 2020 | Oct 4, 2019 |
The rule
- Registrations ended
- May 15, 2020
- Registered next
- Oct 4, 2019
- Branch state
- CA
- Cities
- 1, most in Anaheim, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape