DFX Intelligence
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Channel change (one enterprise)
5 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 |
|---|---|---|---|
| Craig Bacharach | Alamo, Ca | Dec 16, 2022 | Dec 16, 2022 |
| Jaime Estrada | Danville, Ca | Dec 16, 2022 | Dec 16, 2022 |
| Kevin Bacharach | Walnut Creek, Ca | Dec 16, 2022 | Dec 16, 2022 |
| Paul Giacoletti | Concord, Ca | Dec 16, 2022 | Dec 16, 2022 |
| Sara Holland | Roseville, Ca | Dec 16, 2022 | Dec 16, 2022 |
The rule
- Registrations ended
- Dec 16, 2022
- Registered next
- Dec 16, 2022
- Branch state
- CA
- Cities
- 5, most in Alamo, Ca
- Registered there that day
- 13,861 (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