DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from G••••• T•••• to G••••• T•••• W••••• M••••••••• 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.
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edward Thomas Holt | West Palm Beach, Fl | Dec 31, 2024 | Mar 11, 2026 |
| Ryan Michael Shore | Palm Beach Gardens, Fl | Dec 31, 2024 | Nov 15, 2024 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Nov 15, 2024 to Mar 11, 2026
- Branch state
- FL
- Cities
- 2, most in West Palm Beach, Fl
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape