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.
no RAUMtonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Luis Javier Rivera | Orlando, Fl | Dec 26, 2023 | Apr 14, 2023 |
| Michael Allen | Orlando, Fl | Dec 26, 2023 | Feb 7, 2024 |
| Steven John Kazukietas | Orlando, Fl | Dec 26, 2023 | Dec 26, 2023 |
The rule
- Registrations ended
- Dec 26, 2023
- Registered next
- Apr 14, 2023 to Feb 7, 2024
- Branch state
- FL
- Cities
- 1, most in Orlando, Fl
- Registered there that day
- 821 (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