DFX Intelligence
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Channel change (one enterprise)
6 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 |
|---|---|---|---|
| Cheryl Tucker-Refregier | Naples, Fl | Jun 5, 2025 | Jun 6, 2025 |
| John Awe | Naples, Fl | Jun 5, 2025 | Jun 6, 2025 |
| Joshua Leppo | Naples, Fl | Jun 5, 2025 | Jun 5, 2025 |
| Larry Leppo | Naples, Fl | Jun 5, 2025 | Jun 5, 2025 |
| Kimberly Ann Dupont | Ponte Vedra Beach, Fl | Jun 16, 2025 | Jun 16, 2025 |
| Bryce Unruh | St Petersburg, Fl | Jun 18, 2025 | Jun 18, 2025 |
The rule
- Registrations ended
- Jun 5, 2025 to Jun 18, 2025
- Registered next
- Jun 5, 2025 to Jun 18, 2025
- Branch state
- FL
- Cities
- 3, most in Naples, Fl
- Registered there that day
- 13,752 (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