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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
AdvisorBranchLeftRegistered
Douglas Aldridge JrAtlanta, GaSep 30, 2022Sep 30, 2022
Ryan Evan BadgerAtlanta, GaSep 30, 2022Sep 30, 2022
Tina Louise WalkerAtlanta, GaSep 30, 2022Sep 30, 2022
Daphne GentileAtlanta, GaOct 3, 2022Oct 3, 2022
The rule
Registrations ended
Sep 30, 2022 to Oct 3, 2022
Registered next
Sep 30, 2022 to Oct 3, 2022
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
13,909 (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