DFX Intelligence
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Channel change (one enterprise)
9 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 |
|---|---|---|---|
| Randyl Ratcliff | Lafayette, La | Jun 30, 2022 | Jun 30, 2022 |
| Breaux Nader | Baton Rouge, La | Jul 14, 2022 | Jul 14, 2022 |
| Rita B Lessard | Baton Rouge, La | Jul 14, 2022 | Jul 14, 2022 |
| Shaun Burns | Baton Rouge, La | Jul 14, 2022 | Jul 14, 2022 |
| Brandon Hurley | Baton Rouge, La | Jul 15, 2022 | Jul 15, 2022 |
| Jackie Plunkett Honeycutt | Baton Rouge, La | Jul 15, 2022 | Jul 15, 2022 |
| James Poche | Baton Rouge, La | Jul 15, 2022 | Jul 15, 2022 |
| Kevin Knobloch | Baton Rouge, La | Jul 15, 2022 | Jul 15, 2022 |
| Maria Lee Landry | Baton Rouge, La | Jul 15, 2022 | Jul 15, 2022 |
The rule
- Registrations ended
- Jun 30, 2022 to Jul 15, 2022
- Registered next
- Jun 30, 2022 to Jul 15, 2022
- Branch state
- LA
- Cities
- 2, most in Baton Rouge, La
- Registered there that day
- 14,012 (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