DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Channel change (one enterprise)
2 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 |
|---|---|---|---|
| Joshua Ryan Hylton | Orlando, Fl | Jan 2, 2018 | Jan 3, 2018 |
| Natalie Pisaro | Orlando, Fl | Jan 2, 2018 | Jan 2, 2018 |
The rule
- Registrations ended
- Jan 2, 2018
- Registered next
- Jan 2, 2018 to Jan 3, 2018
- Branch state
- FL
- Cities
- 1, most in Orlando, Fl
- Registered there that day
- 465 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- 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