DFX Intelligence
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Channel change (one enterprise)
4 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 |
|---|---|---|---|
| Daniel Ledbetter | Westlake Village, Ca | Oct 6, 2023 | Oct 6, 2023 |
| Matthew Frank Vattioni | Lancaster, Ca | Oct 6, 2023 | Oct 6, 2023 |
| Andrea C Sperduto | Rancho Santa Fe, Ca | Oct 19, 2023 | Oct 19, 2023 |
| Richard Schaffor Clawson | San Diego, Ca | Oct 19, 2023 | Oct 19, 2023 |
The rule
- Registrations ended
- Oct 6, 2023 to Oct 19, 2023
- Registered next
- Oct 6, 2023 to Oct 19, 2023
- Branch state
- CA
- Cities
- 4, most in Westlake Village, Ca
- Registered there that day
- 13,630 (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