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 |
|---|---|---|---|
| Aaron Martin | Vero Beach, Fl | Mar 7, 2025 | Mar 10, 2025 |
| Judith Peace | Orlando, Fl | Mar 7, 2025 | Mar 7, 2025 |
| Sean Speer | Vero Beach, Fl | Mar 7, 2025 | Mar 7, 2025 |
| Bryan S Fazio | Ponte Vedra, Fl | Mar 21, 2025 | Mar 24, 2025 |
| David Stephen Kinnear | Melbourne, Fl | Mar 21, 2025 | Mar 21, 2025 |
| Shawn Derby | Naples, Fl | Apr 3, 2025 | Apr 4, 2025 |
| Linda Lampman | Daytona Beach, Fl | Apr 10, 2025 | Apr 10, 2025 |
The rule
- Registrations ended
- Mar 7, 2025 to Apr 10, 2025
- Registered next
- Mar 7, 2025 to Apr 10, 2025
- Branch state
- FL
- Cities
- 6, most in Vero Beach, Fl
- Registered there that day
- 13,730 (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