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 |
|---|---|---|---|
| Cameron James Nelson | Duluth, Mn | Mar 13, 2023 | Mar 13, 2023 |
| Adam Sayler | Duluth, Mn | Mar 24, 2023 | Mar 24, 2023 |
| Bryan Amundson | Duluth, Mn | Mar 24, 2023 | Mar 24, 2023 |
| Heather Kahlbaugh | Duluth, Mn | Mar 24, 2023 | Mar 24, 2023 |
| Frank Leslie | Woodbury, Mn | Apr 6, 2023 | Apr 6, 2023 |
| Joan M H Nowicki | Minneapolis, Mn | Apr 6, 2023 | Apr 6, 2023 |
| Kurt Peterson | Woodbury, Mn | Apr 6, 2023 | Apr 6, 2023 |
| Paul Traczyk | Woodbury, Mn | Apr 6, 2023 | Apr 6, 2023 |
| Troy Moser | Woodbury, Mn | Apr 6, 2023 | Apr 6, 2023 |
The rule
- Registrations ended
- Mar 13, 2023 to Apr 6, 2023
- Registered next
- Mar 13, 2023 to Apr 6, 2023
- Branch state
- MN
- Cities
- 3, most in Duluth, Mn
- Registered there that day
- 13,764 (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