DFX Intelligence
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Channel change (one enterprise)
5 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 |
|---|---|---|---|
| Chase Warren Green | Boise, Id | Sep 1, 2022 | Sep 1, 2022 |
| Jade Keller Green | Rupert, Id | Sep 1, 2022 | Sep 1, 2022 |
| David Green | Pocatello, Id | Sep 2, 2022 | Sep 6, 2022 |
| Jennifer Hall | Boise, Id | Sep 2, 2022 | Sep 13, 2022 |
| Robert Thompson | Pocatello, Id | Sep 2, 2022 | Sep 2, 2022 |
The rule
- Registrations ended
- Sep 1, 2022 to Sep 2, 2022
- Registered next
- Sep 1, 2022 to Sep 13, 2022
- Branch state
- ID
- Cities
- 3, most in Boise, Id
- Registered there that day
- 13,959 (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