DFX Intelligence
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Channel change (one enterprise)
4 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 |
|---|---|---|---|
| Sam Luby | Miami, Fl | Aug 1, 2024 | Aug 2, 2024 |
| Steven Arch | Miami, Fl | Aug 1, 2024 | Aug 2, 2024 |
| T.J. Arch | Miami, Fl | Aug 1, 2024 | Aug 1, 2024 |
| Kathleen Semaan | Miami, Fl | Aug 2, 2024 | Aug 13, 2024 |
The rule
- Registrations ended
- Aug 1, 2024 to Aug 2, 2024
- Registered next
- Aug 1, 2024 to Aug 13, 2024
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 13,605 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape