DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from C••••••• C•••••• M••••••••• I•• to C••••••• C•••••• M••••••••• I••••••••• L••
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.
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian William Matter | San Diego, Ca | May 1, 2017 | Apr 28, 2017 |
| Matthew Blair Showley | San Diego, Ca | May 1, 2017 | Apr 28, 2017 |
The rule
- Registrations ended
- May 1, 2017
- Registered next
- Apr 28, 2017
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape