DFX Intelligence
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Channel change (one enterprise)
11 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 |
|---|---|---|---|
| Brady Garr | Longmont, Co | Mar 9, 2023 | Mar 9, 2023 |
| Brenda Archer | Boulder, Co | Mar 9, 2023 | Mar 10, 2023 |
| Dan Weinberger | Boulder, Co | Mar 9, 2023 | Mar 9, 2023 |
| Elliot Drew Forsyth | Boulder, Co | Mar 9, 2023 | Mar 9, 2023 |
| Frank Caccavallo | Boulder, Co | Mar 9, 2023 | Mar 9, 2023 |
| Jay Mcmahon | Boulder, Co | Mar 9, 2023 | Mar 9, 2023 |
| Leon Koob | Longmont, Co | Mar 9, 2023 | Mar 9, 2023 |
| Thomas Garcia | Boulder, Co | Mar 9, 2023 | Mar 9, 2023 |
| Ivonne Monnett-Pickett | Longmont, Co | Mar 10, 2023 | Mar 10, 2023 |
| Laura Collins | Boulder, Co | Mar 10, 2023 | Mar 10, 2023 |
| Robert Grasing | Boulder, Co | Mar 10, 2023 | Mar 10, 2023 |
The rule
- Registrations ended
- Mar 9, 2023 to Mar 10, 2023
- Registered next
- Mar 9, 2023 to Mar 10, 2023
- Branch state
- CO
- Cities
- 2, most in Boulder, Co
- Registered there that day
- 13,793 (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