DFX Intelligence
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Channel change (one enterprise)
7 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 |
|---|---|---|---|
| Kelli Hill | Minneapolis, Mn | Apr 26, 2024 | Feb 10, 2023 |
| Ryan Francis Coogan | Minneapolis, Mn | May 6, 2024 | May 6, 2024 |
| Shakhodat Stark | Minneapolis, Mn | May 6, 2024 | May 6, 2024 |
| Stephanie Brady | Minneapolis, Mn | May 6, 2024 | May 6, 2024 |
| Aaron Dusek | Minneapolis, Mn | May 9, 2024 | May 9, 2024 |
| Kathy Waters | Minneapolis, Mn | May 9, 2024 | May 9, 2024 |
| Ron Mcgrane | International Falls, Mn | May 9, 2024 | May 9, 2024 |
The rule
- Registrations ended
- Apr 26, 2024 to May 9, 2024
- Registered next
- Feb 10, 2023 to May 9, 2024
- Branch state
- MN
- Cities
- 2, most in Minneapolis, Mn
- Registered there that day
- 13,660 (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