DFX Intelligence
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Channel change (one enterprise)
7 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 |
|---|---|---|---|
| David Goldstein | Ponte Vedra Beach, Fl | Sep 13, 2024 | Sep 13, 2024 |
| Derek A Deloreto | Jacksonville, Fl | Sep 13, 2024 | Sep 13, 2024 |
| Gresa Gostivari | Jacksonville, Fl | Sep 13, 2024 | Apr 30, 2025 |
| Karen Alimi | Jacksonville, Fl | Sep 13, 2024 | May 21, 2026 |
| Marlene Drori Domini | Ponte Vedra Beach, Fl | Sep 13, 2024 | Sep 13, 2024 |
| Melanie Rudolph | Saint Johns, Fl | Sep 13, 2024 | Sep 13, 2024 |
| Jennifer Marie Ferguson | Ponte Vedra Beach, Fl | Sep 17, 2024 | Sep 17, 2024 |
The rule
- Registrations ended
- Sep 13, 2024 to Sep 17, 2024
- Registered next
- Sep 13, 2024 to May 21, 2026
- Branch state
- FL
- Cities
- 3, most in Ponte Vedra Beach, Fl
- Registered there that day
- 13,567 (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