DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from M•••••• I••••••••• L•• to M•••••• W••••• A•••••••
Not a lift-out: both firms report Bicknell Family Holding Company, Llc 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 |
|---|---|---|---|
| Casey Michael Hauser | Leawood, Ks | Nov 15, 2016 | Nov 30, 2016 |
| Martha Ann Wiles | Leawood, Ks | Nov 15, 2016 | Nov 15, 2016 |
The rule
- Registrations ended
- Nov 15, 2016
- Registered next
- Nov 15, 2016 to Nov 30, 2016
- Branch state
- KS
- Cities
- 1, most in Leawood, Ks
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- One enterprise because
- both firms report Bicknell Family Holding Company, Llc as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape