DFX Intelligence
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Channel change (one enterprise)
32 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 |
|---|---|---|---|
| Paul Costello | Tampa, Fl | Jul 5, 2023 | Oct 17, 2024 |
| Christine Capps | Ormond Beach, Fl | Jul 13, 2023 | Jul 14, 2023 |
| John Robert Demers | Orlando, Fl | Jul 13, 2023 | Jul 14, 2023 |
| Jason Hyrne | Jacksonville, Fl | Jul 19, 2023 | Jul 20, 2023 |
| Jeffrey Lincoln Wyatt | Jacksonville, Fl | Jul 19, 2023 | Jul 20, 2023 |
| Alek L Wyatt | Jacksonville, Fl | Jul 20, 2023 | Jul 20, 2023 |
| Andrew Montero | Fort Myers, Fl | Jul 20, 2023 | Aug 7, 2023 |
| Joyce Walker | Jacksonville, Fl | Jul 20, 2023 | Jul 20, 2023 |
| Kevin Bruce Wolf | Fort Myers, Fl | Jul 20, 2023 | Jul 21, 2023 |
| Kevin Francis Quinn | Naples, Fl | Jul 20, 2023 | Jul 21, 2023 |
| Kurt Maurillo | Fort Myers, Fl | Jul 20, 2023 | Jul 20, 2023 |
| Paul Frank Lopresti | Naples, Fl | Jul 20, 2023 | Jul 20, 2023 |
| Scott Metzger | Fort Myers, Fl | Jul 20, 2023 | Jul 21, 2023 |
| Shannon Castaneda | Jacksonville, Fl | Jul 20, 2023 | Jul 20, 2023 |
| Anthony Edward Gottschalk | Fort Myers, Fl | Jul 21, 2023 | Jul 21, 2023 |
| Brian Matthew Wolf | Fort Myers, Fl | Jul 21, 2023 | Jul 21, 2023 |
| James A Murphy | Jacksonville, Fl | Jul 21, 2023 | Jul 21, 2023 |
| Scott Merhige | Fort Myers, Fl | Jul 21, 2023 | Jul 24, 2023 |
| Sherry Lopez | Naples, Fl | Jul 21, 2023 | Jul 21, 2023 |
| Bhagwati Sangani | Jacksonville, Fl | Jul 24, 2023 | Jul 24, 2023 |
| Joseph Kirby | Jacksonville, Fl | Jul 24, 2023 | Jul 24, 2023 |
| Adri Senecal | Jacksonville, Fl | Aug 3, 2023 | Aug 3, 2023 |
| Alexander Blake Intriago | Jacksonville, Fl | Aug 3, 2023 | Aug 3, 2023 |
| Louis Walsh | Jacksonville, Fl | Aug 3, 2023 | Aug 3, 2023 |
| Thomas Forbes | Jacksonville, Fl | Aug 3, 2023 | Aug 3, 2023 |
| Barbara Schroeder | Jacksonville, Fl | Aug 4, 2023 | Aug 4, 2023 |
| Jacqueline Woodson | Jacksonville, Fl | Aug 4, 2023 | Aug 4, 2023 |
| Kip Zebroski | Ponte Vedra Beach, Fl | Aug 4, 2023 | Aug 7, 2023 |
| Melissa Dellarocco | Ponte Vedra Beach, Fl | Aug 4, 2023 | Aug 7, 2023 |
| Terrell Bebout | Tallahassee, Fl | Aug 4, 2023 | Aug 4, 2023 |
| Thomas Allan Kavanaugh | Jacksonville, Fl | Aug 4, 2023 | Aug 7, 2023 |
| James Christopher Haera | Coral Gables, Fl | Aug 14, 2023 | Aug 14, 2023 |
The ruleHow a team is typedA 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.
- Registrations ended
- Jul 5, 2023 to Aug 14, 2023
- Registered next
- Jul 14, 2023 to Oct 17, 2024
- Branch state
- FL
- Cities
- 9, most in Jacksonville, Fl
- Registered there that day
- 13,689 (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