DFX Intelligence
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Channel change (one enterprise)
3 advisors moved from S••••• W••••• A•••••••• I••• to C•••••• S••••• • C••• I•••
Not a lift-out: both firms report The C•••••• S••••• Corporation 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.
othertonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Adam Longfellow | Phoenix, Az | Jan 9, 2017 | Jan 10, 2017 |
| Wesley John Kelly | Phoenix, Az | Jan 9, 2017 | Jan 9, 2017 |
| Scott M Strehlow | Phoenix, Az | Jan 11, 2017 | May 30, 2023 |
The rule
- Registrations ended
- Jan 9, 2017 to Jan 11, 2017
- Registered next
- Jan 9, 2017 to May 30, 2023
- Branch state
- AZ
- Cities
- 1, most in Phoenix, Az
- Registered there that day
- 447 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- One enterprise because
- both firms report The C•••••• S••••• Corporation as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape