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 |
|---|---|---|---|
| Colin Chesbrough | Southlake, Tx | Apr 20, 2021 | Feb 22, 2017 |
| Jonathan Beck Schooley | Southlake, Tx | Apr 20, 2021 | Sep 21, 2006 |
| Christopher Anthony Test | Southlake, Tx | Apr 29, 2021 | Aug 23, 2018 |
| Jonathan Joseph Massegee | Southlake, Tx | Apr 29, 2021 | Feb 25, 2016 |
| Robert W. Hill | Southlake, Tx | May 11, 2021 | Aug 14, 2017 |
| Neal Thomas Brandhorst | Southlake, Tx | May 21, 2021 | Jun 14, 2017 |
| Garrett V Ogaz | Southlake, Tx | May 24, 2021 | Jun 29, 2017 |
The rule
- Registrations ended
- Apr 20, 2021 to May 24, 2021
- Registered next
- Sep 21, 2006 to Aug 23, 2018
- Branch state
- TX
- Cities
- 1, most in Southlake, Tx
- Registered there that day
- 872 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape