DFX Intelligence
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Channel change (one enterprise)
12 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 |
|---|---|---|---|
| Scott David Shear | Aventura, Fl | Jan 17, 2023 | Jan 17, 2023 |
| Michael James Riedel | Fort Lauderdale, Fl | Jan 19, 2023 | Jan 19, 2023 |
| Zachary Michael Riedel | Fort Lauderdale, Fl | Jan 19, 2023 | Jan 19, 2023 |
| Ronald Andrew Mckenzie | Fort Lauderdale, Fl | Jan 20, 2023 | Jan 20, 2023 |
| Pamela Mahar | Fort Myers, Fl | Feb 2, 2023 | Feb 2, 2023 |
| Beth Di Roma | Fort Myers, Fl | Feb 3, 2023 | Feb 3, 2023 |
| Christopher Snively | Lake Mary, Fl | Feb 3, 2023 | Feb 3, 2023 |
| Michael Mcgarrity | Boynton Beach, Fl | Feb 3, 2023 | Feb 6, 2023 |
| Michael Siefert | Fort Myers, Fl | Feb 3, 2023 | Feb 6, 2023 |
| Wendy Kanters-Smith | Lake Mary, Fl | Feb 6, 2023 | Feb 6, 2023 |
| Jason Michael Berg | Fort Myers, Fl | Feb 16, 2023 | Feb 16, 2023 |
| John Debczak | Melbourne Beach, Fl | Mar 2, 2023 | Mar 2, 2023 |
The rule
- Registrations ended
- Jan 17, 2023 to Mar 2, 2023
- Registered next
- Jan 17, 2023 to Mar 2, 2023
- Branch state
- FL
- Cities
- 6, most in Fort Myers, Fl
- Registered there that day
- 13,862 (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