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 |
|---|---|---|---|
| Jonathan M. Copley | Houston, Tx | Apr 22, 2019 | Sep 13, 2016 |
| Nikita Tembo | Southlake, Tx | Apr 22, 2019 | May 8, 2018 |
| Marcus Reed | Houston, Tx | Apr 25, 2019 | Feb 27, 2018 |
| Stephen James Crook | Southlake, Tx | Apr 29, 2019 | Jul 14, 2017 |
| Elliot James Coffey | Houston, Tx | May 1, 2019 | Mar 10, 2017 |
The rule
- Registrations ended
- Apr 22, 2019 to May 1, 2019
- Registered next
- Mar 10, 2017 to May 8, 2018
- Branch state
- TX
- Cities
- 2, most in Southlake, Tx
- Registered there that day
- 1,549 (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