DFX Intelligence
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Channel change (one enterprise)
18 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 |
|---|---|---|---|
| Daniel S Lampe | Naples, Fl | May 2, 2023 | May 2, 2023 |
| Karen Szczepkowski | Tampa, Fl | May 2, 2023 | May 3, 2023 |
| Ashley Kelly | Naples, Fl | May 3, 2023 | May 4, 2023 |
| Laura Ross | Naples, Fl | May 3, 2023 | May 3, 2023 |
| Brian J Kirk | Naples, Fl | May 4, 2023 | May 4, 2023 |
| Donald Paul Nealon | Naples, Fl | May 4, 2023 | May 4, 2023 |
| Keith Michael Jacoby | Naples, Fl | May 4, 2023 | May 4, 2023 |
| Michael Alexander Mccain | Naples, Fl | May 4, 2023 | May 4, 2023 |
| Michael Blair Priola | Naples, Fl | May 4, 2023 | May 4, 2023 |
| Tyson Christopher Lewis | Fort Lauderdale, Fl | May 4, 2023 | May 4, 2023 |
| Alex Michael Mccain | Naples, Fl | May 5, 2023 | May 8, 2023 |
| Christian Dario Lisena | Fort Lauderdale, Fl | May 5, 2023 | May 5, 2023 |
| Jennifer Carol Taylor | Gainesville, Fl | May 5, 2023 | May 9, 2023 |
| Mark Evan Jones | Naples, Fl | May 5, 2023 | May 5, 2023 |
| Michael Harrison | Gainesville, Fl | May 5, 2023 | May 8, 2023 |
| Ronald Portnoi | Delray Beach, Fl | May 11, 2023 | May 11, 2023 |
| Todd Zaborski | Panama City, Fl | May 12, 2023 | May 15, 2023 |
| Thomas Mimnaugh | Palm Beach, Fl | May 18, 2023 | May 18, 2023 |
The rule
- Registrations ended
- May 2, 2023 to May 18, 2023
- Registered next
- May 2, 2023 to May 18, 2023
- Branch state
- FL
- Cities
- 7, most in Naples, Fl
- Registered there that day
- 13,777 (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