DFX Intelligence
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Channel change (one enterprise)
2 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 |
|---|---|---|---|
| Casey J Vogel | Fort Worth, Tx | May 11, 2016 | Nov 14, 2013 |
| Gregory Joseph Gerber | Fort Worth, Tx | May 11, 2016 | Mar 2, 2012 |
| Carolyn Castillo Gallagher | Fort Worth, Tx | May 18, 2016 | Apr 29, 2014 |
The rule
- Registrations ended
- May 11, 2016 to May 18, 2016
- Registered next
- Mar 2, 2012 to Apr 29, 2014
- Branch state
- TX
- Cities
- 1, most in Fort Worth, Tx
- Registered there that day
- 879 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape