DFX Intelligence
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Channel change (one enterprise)
3 advisors moved from M••••• S•••••• to M••••• S•••••• I••••••••• M••••••••• 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.
wirehousetootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Hovey Slimmon | Chicago, Il | Jan 28, 2016 | Sep 30, 2015 |
| Leslie Aldendifer Delany | Chicago, Il | Jan 28, 2016 | Sep 30, 2015 |
| Phillip P Kim | Chicago, Il | Jan 28, 2016 | Sep 30, 2015 |
The rule
- Registrations ended
- Jan 28, 2016
- Registered next
- Sep 30, 2015
- Branch state
- IL
- Cities
- 1, most in Chicago, Il
- Registered there that day
- 13,484 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape