DFX Intelligence
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Channel change (one enterprise)
2 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.
wirehousetoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessie A Ledesma | Purchase, Ny | Apr 22, 2025 | Apr 22, 2025 |
| Justin Pape | Purchase, Ny | Apr 22, 2025 | Apr 22, 2025 |
The rule
- Registrations ended
- Apr 22, 2025
- Registered next
- Apr 22, 2025
- Branch state
- NY
- Cities
- 2, most in Purchase, Ny
- Registered there that day
- 21,230 (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