DFX Intelligence
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Channel change (one enterprise)
7 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 |
|---|---|---|---|
| Alexander Stephen Augustyn | Omaha, Ne | Jul 27, 2017 | Dec 3, 2015 |
| Benjamin Patrick Wilson | Omaha, Ne | Jul 27, 2017 | Aug 10, 2016 |
| Diezeas Dezel Calbert | Omaha, Ne | Jul 27, 2017 | Aug 25, 2016 |
| Andre Frederick Payson II | Omaha, Ne | Jul 31, 2017 | Jun 3, 2016 |
| Keith Daniel Kisby | Omaha, Ne | Jul 31, 2017 | Jun 1, 2016 |
| Rachel Lynne Thompson | Omaha, Ne | Aug 8, 2017 | Aug 7, 2017 |
The rule
- Registrations ended
- Jul 27, 2017 to Aug 8, 2017
- Registered next
- Jan 9, 2009 to Aug 7, 2017
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 990 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape