DFX Intelligence
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Channel change (one enterprise)
5 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 |
|---|---|---|---|
| Kendrick Paul Perry | Fort Worth, Tx | Jul 20, 2017 | May 24, 2007 |
| Ryan Thomas Cleaveland | Fort Worth, Tx | Jul 21, 2017 | Sep 18, 2015 |
| Paul Alusick | Fort Worth, Tx | Jul 27, 2017 | Sep 30, 2014 |
| Ryan J. Pate | Fort Worth, Tx | Jul 28, 2017 | Dec 21, 2016 |
| Sui Tiong | Fort Worth, Tx | Aug 1, 2017 | Oct 7, 2008 |
| Ryan Mallory Brooks | Fort Worth, Tx | Aug 3, 2017 | Jun 11, 2015 |
The rule
- Registrations ended
- Jul 20, 2017 to Aug 3, 2017
- Registered next
- May 24, 2007 to Sep 18, 2015
- Branch state
- TX
- Cities
- 1, most in Fort Worth, Tx
- Registered there that day
- 985 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape