DFX Intelligence
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Channel change (one enterprise)
3 advisors moved from P••••• A•••••••• • M••••• L•• to P••••• A•••••••• M••••• G••••• 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.
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frederick Alonso Supan | Chattanooga, Tn | Nov 30, 2015 | Nov 30, 2015 |
| James B. Patton | Chattanooga, Tn | Nov 30, 2015 | Nov 30, 2015 |
| Justin T Porter | Chattanooga, Tn | Nov 30, 2015 | Nov 30, 2015 |
The rule
- Registrations ended
- Nov 30, 2015
- Registered next
- Nov 30, 2015
- Branch state
- TN
- Cities
- 1, most in Chattanooga, Tn
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- a succession within a year (Oct 29, 2015), not necessarily this firm