DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from M•••••••• I••••••••• M••••••••• L•• to L•••••• S••••• • C••••••• L•••
Not a lift-out: both firms report Natixis Investment Managers, L.p. 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.
mixed wealthtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew James Scheirer | Oakbrook Terrace, Il | Aug 26, 2019 | Sep 10, 2019 |
| Jessica Mcinnis Hill | Oakbrook Terrace, Il | Aug 26, 2019 | Oct 28, 2019 |
The rule
- Registrations ended
- Aug 26, 2019
- Registered next
- Sep 10, 2019 to Oct 28, 2019
- Branch state
- IL
- Cities
- 1, most in Oakbrook Terrace, Il
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- One enterprise because
- both firms report Natixis Investment Managers, L.p. as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape