DFX Intelligence
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Channel change (one enterprise)
11 advisors moved from V•• A••••••• S••••••• to S••••• F•••••••• G•••• I••
Not a lift-out: both firms report Aretec Group, Inc. as a 75%+ owner on Schedule A around the move, 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 |
|---|---|---|---|
| Kimberly Ann Stoll | Overland Park, Ks | Oct 31, 2016 | Sep 1, 2016 |
| Annette Mieko Printers | Overland Park, Ks | Nov 2, 2016 | Sep 2, 2016 |
| Bryan Matthew Dewhurst | Overland Park, Ks | Nov 2, 2016 | Sep 2, 2016 |
| Daniel Charles Stewart | Overland Park, Ks | Nov 2, 2016 | Sep 1, 2016 |
| Frances Kaimihau Wright | Overland Park, Ks | Nov 2, 2016 | Sep 9, 2016 |
| George Peter Fields | Overland Park, Ks | Nov 2, 2016 | Sep 1, 2016 |
| Heeyeon Kim | Overland Park, Ks | Nov 2, 2016 | Sep 2, 2016 |
| John P Delaney | Overland Park, Ks | Nov 2, 2016 | Sep 2, 2016 |
| Kris Alan Persinger | Overland Park, Ks | Nov 2, 2016 | Sep 1, 2016 |
| Kyle Kazumi Yanabu | Overland Park, Ks | Nov 2, 2016 | Sep 2, 2016 |
| Phillip Todd Ramsey | Overland Park, Ks | Nov 2, 2016 | Sep 2, 2016 |
The rule
- Registrations ended
- Oct 31, 2016 to Nov 2, 2016
- Registered next
- Sep 1, 2016 to Sep 9, 2016
- Branch state
- KS
- Cities
- 1, most in Overland Park, Ks
- Registered there that day
- 44 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- One enterprise because
- both firms report Aretec Group, Inc. as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape