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Channel change (one enterprise)

6 advisors moved from W•••• F•••• A••••••• to W•••• F•••• A•••••••

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.

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Jerry Layne BordenConway, ArApr 21, 2022Apr 21, 2022
Stephen ScherreyConway, ArApr 21, 2022Apr 21, 2022
Walter Key CashPine Bluff, ArApr 21, 2022Apr 21, 2022
Rebecca Schick MoorePine Bluff, ArApr 22, 2022Apr 22, 2022
Donna ToombsConway, ArApr 25, 2022Apr 22, 2022
Russell Thomas WilsonLittle Rock, ArApr 25, 2022Apr 22, 2022
The rule
Registrations ended
Apr 21, 2022 to Apr 25, 2022
Registered next
Apr 21, 2022 to Apr 22, 2022
Branch state
AR
Cities
3, most in Conway, Ar
Registered there that day
14,098 (people still on IAPD; an estimate)
Share of that headcount
0.0%
One enterprise because
the two CRDs file under the same business name
Succession by the destination
none on the tape