DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from F••••••••• F••••••••• L•• to M•••••• W••••• A•••••••
Not a lift-out: both firms report Bicknell Family Holding Co., 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.
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Julie Lynn Skye | Tulsa, Ok | Jan 21, 2016 | Aug 15, 2014 |
| Valerie Elizabeth Escobar | Tulsa, Ok | Jan 21, 2016 | Jul 31, 2014 |
The rule
- Registrations ended
- Jan 21, 2016
- Registered next
- Jul 31, 2014 to Aug 15, 2014
- Branch state
- OK
- Cities
- 1, most in Tulsa, Ok
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- One enterprise because
- both firms report Bicknell Family Holding Co., Llc as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape