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7 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.
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arta Vitolo | Greenville, De | Jul 18, 2024 | Jul 18, 2024 |
| Dana Edwards | Greenville, De | Jul 18, 2024 | Jul 18, 2024 |
| Don Dewees | Greenville, De | Jul 18, 2024 | Jul 18, 2024 |
| Tamara Milam | Greenville, De | Jul 18, 2024 | Jul 18, 2024 |
| Cecelia Dugan | Greenville, De | Jul 19, 2024 | Jul 19, 2024 |
| Colleen Weaver | Greenville, De | Jul 19, 2024 | Jul 19, 2024 |
| Robert Dewees | Greenville, De | Jul 19, 2024 | Jul 19, 2024 |
- Registrations ended
- Jul 18, 2024 to Jul 19, 2024
- Registered next
- Jul 18, 2024 to Jul 19, 2024
- Branch state
- DE
- Cities
- 1, most in Greenville, De
- Registered there that day
- 13,589 (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
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.