DFX Intelligence
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Channel change (one enterprise)
3 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 |
|---|---|---|---|
| Daniel Schroeder | St Louis, Mo | Jan 26, 2023 | Jan 8, 2014 |
| Joseph E Buffa | St Louis, Mo | Jan 26, 2023 | Dec 14, 2009 |
| Daniel Jared Lysy | St Louis, Mo | Jan 31, 2023 | Aug 13, 2014 |
The rule
- Registrations ended
- Jan 26, 2023 to Jan 31, 2023
- Registered next
- Dec 14, 2009 to Aug 13, 2014
- Branch state
- MO
- Cities
- 1, most in St Louis, Mo
- Registered there that day
- 13,846 (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