DFX Intelligence
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Channel change (one enterprise)
3 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.
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashkan Abbassi | Fort Worth, Tx | Jan 18, 2018 | Aug 20, 2013 |
| Justin C Davis | Plano, Tx | Jan 18, 2018 | Jan 13, 2012 |
| Katherine A Youngs | Fort Worth, Tx | Jan 18, 2018 | Sep 13, 2006 |
| Gabriel Vallejo | Fort Worth, Tx | Jan 31, 2018 | Oct 21, 2016 |
The rule
- Registrations ended
- Jan 18, 2018
- Registered next
- Sep 13, 2006 to Aug 20, 2013
- Branch state
- TX
- Cities
- 2, most in Fort Worth, Tx
- Registered there that day
- 1,041 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape