DFX Intelligence
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Channel change (one enterprise)
12 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 |
|---|---|---|---|
| Eric Daniel | Fresno, Ca | Sep 2, 2022 | Sep 2, 2022 |
| Kai Cogswell | Montecito, Ca | Sep 2, 2022 | Sep 2, 2022 |
| Kellie Ann Frasher | Fresno, Ca | Sep 2, 2022 | Sep 2, 2022 |
| Michael Blank | Westlake Village, Ca | Sep 2, 2022 | Sep 2, 2022 |
| Patrick Wymore | Fresno, Ca | Sep 2, 2022 | Sep 2, 2022 |
| Randall Biglione | Fresno, Ca | Sep 2, 2022 | Sep 2, 2022 |
| Scott Trueman | Santa Barbara, Ca | Sep 2, 2022 | Sep 7, 2022 |
| Kelly Siedschlag | Westlake Village, Ca | Sep 6, 2022 | Sep 6, 2022 |
| Gloria Rodriguez | Westlake Village, Ca | Sep 8, 2022 | Sep 8, 2022 |
| Richard Groscost | Pasadena, Ca | Sep 8, 2022 | Sep 8, 2022 |
| Steven Tran | Irvine, Ca | Sep 15, 2022 | Sep 15, 2022 |
| Sean Loftus | Irvine, Ca | Sep 19, 2022 | Sep 19, 2022 |
The rule
- Registrations ended
- Sep 2, 2022 to Sep 19, 2022
- Registered next
- Sep 2, 2022 to Sep 19, 2022
- Branch state
- CA
- Cities
- 6, most in Fresno, Ca
- Registered there that day
- 13,954 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape