DFX Intelligence
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Channel change (one enterprise)
4 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 |
|---|---|---|---|
| Charles Patrick Smith | Chesterfield, Mo | Oct 4, 2023 | Feb 5, 2024 |
| Samuel Joseph Everett | Frontenac, Mo | Oct 10, 2023 | Aug 13, 2014 |
| Lisa Zitzmann | St Louis, Mo | Oct 13, 2023 | Jun 14, 2023 |
The rule
- Registrations ended
- Oct 4, 2023 to Oct 25, 2023
- Registered next
- Aug 13, 2014 to Mar 22, 2024
- Branch state
- MO
- Cities
- 3, most in St Louis, Mo
- Registered there that day
- 13,636 (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