DFX Intelligence
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Channel change (one enterprise)
8 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 |
|---|---|---|---|
| Jason Marc Freeman | Boca Raton, Fl | Sep 29, 2023 | Oct 2, 2023 |
| Assunta Siniscalchi | Boca Raton, Fl | Oct 2, 2023 | Oct 2, 2023 |
| Patricia Cain | Palm Beach Gardens, Fl | Oct 2, 2023 | Oct 16, 2023 |
| Jesse Holbert Little | Palm Beach, Fl | Oct 12, 2023 | Feb 16, 2023 |
| Leslie Ramos Valerio | Jacksonville, Fl | Oct 13, 2023 | Oct 16, 2023 |
| Nelrae Pasha Ali | Jacksonville, Fl | Oct 13, 2023 | Oct 16, 2023 |
| Bruce Roberts | Miami, Fl | Oct 24, 2023 | Oct 25, 2023 |
| Jill Massaro | Aventura, Fl | Oct 24, 2023 | Oct 25, 2023 |
The rule
- Registrations ended
- Sep 29, 2023 to Oct 24, 2023
- Registered next
- Feb 16, 2023 to Oct 25, 2023
- Branch state
- FL
- Cities
- 6, most in Boca Raton, Fl
- Registered there that day
- 13,631 (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