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 |
|---|---|---|---|
| Megan Fehribach | Southlake, Tx | Sep 11, 2020 | Jan 31, 2017 |
| Aalok Patel | Sugarland, Tx | Sep 14, 2020 | Feb 27, 2018 |
| Meghann Quaider | Southlake, Tx | Sep 18, 2020 | Jun 14, 2018 |
| Nicholas Alexander Bertram | Southlake, Tx | Sep 18, 2020 | Oct 26, 2015 |
| Anthony Frank Gioco | Houston, Tx | Sep 26, 2020 | May 6, 2009 |
The rule
- Registrations ended
- Sep 11, 2020 to Sep 18, 2020
- Registered next
- Oct 26, 2015 to Jun 14, 2018
- Branch state
- TX
- Cities
- 2, most in Southlake, Tx
- Registered there that day
- 1,364 (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