DFX Intelligence
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Channel change (one enterprise)
10 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 |
|---|---|---|---|
| Adam Shiono | Newport Beach, Ca | Feb 2, 2024 | Feb 2, 2024 |
| Chris Corona | San Luis Obispo, Ca | Feb 2, 2024 | Feb 2, 2024 |
| Dmitry Matousov | Los Angeles, Ca | Feb 2, 2024 | Feb 2, 2024 |
| Gary Arena | Roseville, Ca | Feb 2, 2024 | Feb 2, 2024 |
| Jeffrey Oetman | San Luis Obispo, Ca | Feb 2, 2024 | Feb 2, 2024 |
| Jonathan Green | Roseville, Ca | Feb 2, 2024 | Feb 2, 2024 |
| Michelle Casper | San Luis Obispo, Ca | Feb 2, 2024 | Feb 2, 2024 |
| Paul Arnold Byrd | Newport Beach, Ca | Feb 2, 2024 | Feb 2, 2024 |
| Robert Joseph Nagle | San Luis Obispo, Ca | Feb 2, 2024 | Feb 2, 2024 |
| Kevin Mounkes | Roseville, Ca | Feb 5, 2024 | Feb 2, 2024 |
The rule
- Registrations ended
- Feb 2, 2024 to Feb 5, 2024
- Registered next
- Feb 2, 2024
- Branch state
- CA
- Cities
- 4, most in San Luis Obispo, Ca
- Registered there that day
- 13,677 (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