DFX Intelligence
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Channel change (one enterprise)
6 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 |
|---|---|---|---|
| Christopher Wade Evers | Arlington, Tx | Dec 12, 2019 | Feb 27, 2018 |
| Valentino Lapid | Houston, Tx | Dec 17, 2019 | Apr 26, 2017 |
| Benjamin Y Ross | Southlake, Tx | Dec 24, 2019 | Nov 19, 2009 |
| Jason Michael Gregg | Southlake, Tx | Dec 24, 2019 | Dec 19, 2012 |
| Kimberly Michelle Davis | Southlake, Tx | Dec 24, 2019 | Mar 8, 2013 |
| Ryan Christopher Towe | Southlake, Tx | Dec 24, 2019 | May 21, 2013 |
The rule
- Registrations ended
- Dec 12, 2019 to Dec 24, 2019
- Registered next
- Nov 19, 2009 to Feb 27, 2018
- Branch state
- TX
- Cities
- 3, most in Southlake, Tx
- Registered there that day
- 1,482 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape