DFX Intelligence
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Channel change (one enterprise)
2 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
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kylee Bowden | Long Beach, Ca | Mar 1, 2018 | Feb 28, 2020 |
| Alan Brian Watts | Mission Viejo, Ca | Mar 12, 2018 | Mar 12, 2018 |
The rule
- Registrations ended
- Mar 1, 2018 to Mar 12, 2018
- Registered next
- Mar 12, 2018 to Feb 28, 2020
- Branch state
- CA
- Cities
- 2, most in Long Beach, Ca
- Registered there that day
- 14,224 (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