DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Channel change (one enterprise)
6 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 |
|---|---|---|---|
| Luke George Richmond | Fort Worth, Tx | Feb 24, 2015 | Jul 9, 2014 |
| Brian Miller | Fort Worth, Tx | Feb 25, 2015 | Dec 5, 2006 |
| John Colton Knowles | Fort Worth, Tx | Feb 25, 2015 | Dec 12, 2012 |
| Guisseppi Luigi Guillo | Fort Worth, Tx | Mar 10, 2015 | Jan 22, 2008 |
The rule
- Registrations ended
- Feb 24, 2015 to Mar 10, 2015
- Registered next
- Dec 5, 2006 to Jul 9, 2014
- Branch state
- TX
- Cities
- 1, most in Fort Worth, Tx
- Registered there that day
- 888 (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