DFX Intelligence
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Channel change (one enterprise)
13 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 |
|---|---|---|---|
| Melissa Miller | San Luis Obispo, Ca | Oct 14, 2022 | Oct 18, 2022 |
| Norma Andrade Casanova | Sacramento, Ca | Oct 21, 2022 | Oct 21, 2022 |
| Jake Miles Johnson | Irvine, Ca | Nov 3, 2022 | Nov 3, 2022 |
| Beau Kevin Sweeney | Fresno, Ca | Nov 4, 2022 | Nov 4, 2022 |
| Denise Pinon | San Jose, Ca | Nov 4, 2022 | Nov 4, 2022 |
| Jeff Fluharty | Fresno, Ca | Nov 4, 2022 | Nov 4, 2022 |
| Lisa Mayer | Irvine, Ca | Nov 7, 2022 | Nov 7, 2022 |
| Mark Ansara | Irvine, Ca | Nov 7, 2022 | Nov 7, 2022 |
| Nancy Johnson | Irvine, Ca | Nov 7, 2022 | Nov 7, 2022 |
| Nancy Lee Fairchild | San Luis Obispo, Ca | Nov 7, 2022 | Nov 7, 2022 |
| Susan Ellena | Irvine, Ca | Nov 7, 2022 | Nov 7, 2022 |
| Robert Sackler | Beverly Hills, Ca | Nov 18, 2022 | Nov 18, 2022 |
| Alexander Tanious | Beverly Hills, Ca | Nov 21, 2022 | Nov 21, 2022 |
The rule
- Registrations ended
- Oct 14, 2022 to Nov 21, 2022
- Registered next
- Oct 18, 2022 to Nov 21, 2022
- Branch state
- CA
- Cities
- 6, most in Irvine, Ca
- Registered there that day
- 13,891 (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