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 |
|---|---|---|---|
| Bruce Rudenberg | Miami, Fl | Jun 4, 2020 | Jun 4, 2020 |
| William Bryan Hardegree | Ponte Vedra Beach, Fl | Jun 4, 2020 | Jun 4, 2020 |
| Brian Gregory Rudenberg | Miami, Fl | Jun 5, 2020 | Jun 5, 2020 |
| Dean Blissit | Jacksonville, Fl | Jun 18, 2020 | Jun 18, 2020 |
The rule
- Registrations ended
- Jun 4, 2020 to Jun 18, 2020
- Registered next
- Jun 4, 2020 to Jun 18, 2020
- Branch state
- FL
- Cities
- 3, most in Miami, Fl
- Registered there that day
- 14,360 (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