DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from I••••••••• C•••••• O• A••••••• I••• to S•• I••••••••• I•••
Not a lift-out: both firms report Jackson Holdings 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.
othertoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Bruzas | Appleton, Wi | Feb 20, 2018 | Apr 21, 2011 |
| Jeremy Richard Girard | Appleton, Wi | Feb 20, 2018 | Apr 5, 2017 |
The rule
- Registrations ended
- Feb 20, 2018
- Registered next
- Nov 4, 2014 to Apr 5, 2017
- Branch state
- WI
- Cities
- 1, most in Appleton, Wi
- Registered there that day
- 27 (people still on IAPD; an estimate)
- Share of that headcount
- 7.4%
- One enterprise because
- both firms report Jackson Holdings Llc as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape