DFX Intelligence

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Channel change (one enterprise)

27 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
AdvisorBranchLeftRegistered
Paul Michael LargoRosemary Beach, FlJul 22, 2022Jul 25, 2022
Nicholas J MageroVenice, FlAug 5, 2022Aug 5, 2022
Kevin GanusThe Villages, FlAug 15, 2022Aug 15, 2022
Paul FordhamBoca Raton, FlAug 15, 2022Aug 15, 2022
Max Freelander IIMelbourne, FlAug 22, 2022Aug 23, 2022
Diane Lynn TaylorSt Petersburg, FlSep 1, 2022Sep 1, 2022
Benjamin Michael JohnsClearwater, FlSep 2, 2022Sep 2, 2022
Chad HelplingMelbourne, FlSep 9, 2022Sep 12, 2022
Scott BeneschCoral Gables, FlSep 15, 2022Sep 16, 2022
Bertha JonesCoral Gables, FlSep 16, 2022Sep 19, 2022
Joseph Peter CaccippioPlantation, FlSep 16, 2022Sep 16, 2022
Bruce R RobersonTallahassee, FlSep 22, 2022Sep 22, 2022
Kyle Gibson CrilowJacksonville, FlSep 22, 2022Sep 22, 2022
Michael Jason RoperTallahassee, FlSep 22, 2022Sep 22, 2022
Amy Virginia PerrinTallahassee, FlSep 23, 2022Sep 23, 2022
Andrew BanksFort Lauderdale, FlSep 23, 2022Sep 26, 2022
Candice MoraCoral Gables, FlSep 23, 2022Sep 26, 2022
Gloria WoodfordTallahassee, FlSep 23, 2022Sep 26, 2022
Joanna MoraCoral Gables, FlSep 23, 2022Sep 26, 2022
Michael Josh JordanTallahassee, FlSep 23, 2022Sep 26, 2022
Perry GreenfieldMiami, FlOct 7, 2022Oct 10, 2022
Abby VicencioMiami, FlOct 14, 2022Oct 17, 2022
Alejandro VicencioMiami, FlOct 14, 2022Oct 17, 2022
Cesar Gabriel PerezMiami, FlOct 14, 2022Oct 17, 2022
Jeffrey NeuwirthAventura, FlOct 24, 2022Oct 24, 2022
Scott WaldmanAventura, FlOct 24, 2022Oct 24, 2022
Todd Evan FinkelAventura, FlOct 24, 2022Oct 27, 2022
The rule
Registrations ended
Jul 22, 2022 to Oct 24, 2022
Registered next
Jul 25, 2022 to Oct 27, 2022
Branch state
FL
Cities
15, most in Tallahassee, Fl
Registered there that day
14,000 (people still on IAPD; an estimate)
Share of that headcount
0.2%
One enterprise because
the two CRDs file under the same business name
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into W•••• F•••• A•••••••