DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Channel change (one enterprise)
8 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 |
|---|---|---|---|
| Allen Loechner | Fort Wayne, In | Jul 6, 2023 | Jul 6, 2023 |
| David Fortmeyer | Fort Wayne, In | Jul 6, 2023 | Jul 6, 2023 |
| Kara Mae Alvarado | Fort Wayne, In | Jul 6, 2023 | Jul 6, 2023 |
| Timothy Ream | Fort Wayne, In | Jul 6, 2023 | Jul 6, 2023 |
| Amber Askew | Fort Wayne, In | Jul 7, 2023 | Jul 7, 2023 |
| Amber Knapp | Fort Wayne, In | Jul 7, 2023 | Jul 7, 2023 |
| Rachel M Schenk | Fort Wayne, In | Jul 7, 2023 | Jul 7, 2023 |
| Shawn Patrick Sullivan | Fort Wayne, In | Jul 10, 2023 | Jul 6, 2023 |
The rule
- Registrations ended
- Jul 6, 2023 to Jul 10, 2023
- Registered next
- Jul 6, 2023 to Jul 7, 2023
- Branch state
- IN
- Cities
- 1, most in Fort Wayne, In
- Registered there that day
- 13,692 (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