DFX Intelligence
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Channel change (one enterprise)
4 advisors moved from T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
Not a lift-out: one firm's name is the other's with a word added, 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.
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Schoenfeld | San Diego, Ca | Jul 18, 2017 | Mar 4, 2011 |
| Regina Quigley | San Mateo, Ca | Jul 31, 2017 | Dec 7, 2011 |
| Lance Adam Tacquard | San Diego, Ca | Aug 1, 2017 | Jul 21, 2010 |
| Jennifer Roniet Staben | Roseville, Ca | Aug 7, 2017 | May 31, 2016 |
The rule
- Registrations ended
- Jul 18, 2017 to Aug 7, 2017
- Registered next
- Jul 21, 2010 to Apr 11, 2018
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 986 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape