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.
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Drew Davis | Fort Worth, Tx | Jul 12, 2018 | Jun 21, 2017 |
| Douglas Irl Graham | Fort Worth, Tx | Jul 20, 2018 | Sep 13, 2016 |
| Ignacio Ruiz | Fort Worth, Tx | Jul 23, 2018 | Aug 31, 2016 |
| Delania Renee Mccarty | Fort Worth, Tx | Jul 31, 2018 | Aug 2, 2017 |
| Shaina Buegeler | Southlake, Tx | Aug 10, 2018 | Sep 22, 2017 |
| Jonathan Kyle Whitfield | Fort Worth, Tx | Aug 17, 2018 | Sep 29, 2014 |
The rule
- Registrations ended
- Jul 12, 2018 to Aug 10, 2018
- Registered next
- Aug 31, 2016 to Sep 22, 2017
- Branch state
- TX
- Cities
- 2, most in Fort Worth, Tx
- Registered there that day
- 1,513 (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