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Channel change (one enterprise)

2 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
John Charles JaburekItasca, IlAug 7, 2015Aug 7, 2015
Judith Niksich FurjanicSchaumburg, IlAug 7, 2015Aug 7, 2015
The rule
Registrations ended
Aug 7, 2015
Registered next
Aug 7, 2015
Branch state
IL
Cities
2, most in Schaumburg, Il
Registered there that day
12,824 (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