DFX Intelligence
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Channel change (one enterprise)
8 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 |
|---|---|---|---|
| Amanda Grace Brown | La Jolla, Ca | Jun 7, 2024 | Jun 7, 2024 |
| Areeya Vesvoranan | San Francisco, Ca | Jun 7, 2024 | Jun 7, 2024 |
| Gregg Shallan | La Jolla, Ca | Jun 7, 2024 | Jun 7, 2024 |
| Jamie Allen Meronoff | La Jolla, Ca | Jun 7, 2024 | Jun 7, 2024 |
| Kenneth Wise | Walnut Creek, Ca | Jun 7, 2024 | Jun 7, 2024 |
| Michael Peters | San Francisco, Ca | Jun 7, 2024 | Jun 7, 2024 |
| Ronald Arrajj | Walnut Creek, Ca | Jun 7, 2024 | Jun 7, 2024 |
| Sylvia Geffen | La Jolla, Ca | Jun 7, 2024 | Jun 7, 2024 |
The rule
- Registrations ended
- Jun 7, 2024
- Registered next
- Jun 7, 2024
- Branch state
- CA
- Cities
- 3, most in La Jolla, Ca
- Registered there that day
- 13,618 (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