DFX Intelligence
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Channel change (one enterprise)
4 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 |
|---|---|---|---|
| Victor Jose Salinas | Southlake, Tx | Apr 12, 2018 | Apr 9, 2008 |
| Michael N Sorola | Fort Worth, Tx | Apr 13, 2018 | Sep 19, 2013 |
The rule
- Registrations ended
- Apr 12, 2018 to Apr 19, 2018
- Registered next
- Apr 9, 2008 to Oct 4, 2017
- Branch state
- TX
- Cities
- 2, most in Fort Worth, Tx
- Registered there that day
- 1,529 (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