DFX Intelligence
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2 advisors moved from T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
Channel change (one enterprise)joined T• A••••••••• I•••
No date on record · this record
No date on record · this record
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 |
|---|---|---|---|
| Bleshia Ann Norman | Fort Worth, Tx | Mar 27, 2019 | Jan 23, 2017 |
| Jennifer Leigh Hickman | Southlake, Tx | Apr 5, 2019 | Oct 26, 2015 |
The rule
- Registrations ended
- Mar 27, 2019 to Apr 5, 2019
- Registered next
- Oct 26, 2015 to Jan 23, 2017
- Branch state
- TX
- Cities
- 2, most in Fort Worth, Tx
- Registered there that day
- 1,548 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape