DFX Intelligence
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Channel change (one enterprise)
3 advisors moved from F••••••••• F••••••••• L•• to F••••••••• F••••••••• L••
Not a lift-out: the two CRDs file under the same business name, 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.
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aisling Marie-Patricia Carroll-Transom | Leawood, Ks | Jan 21, 2016 | May 21, 2015 |
| Kirk M Boster | Leawood, Ks | Jan 21, 2016 | May 21, 2015 |
| Nathan Ryder Dorn | Leawood, Ks | Jan 21, 2016 | May 21, 2015 |
The rule
- Registrations ended
- Jan 21, 2016
- Registered next
- May 21, 2015
- Branch state
- KS
- Cities
- 1, most in Leawood, Ks
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 23%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape