DFX Intelligence
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Channel change (one enterprise)
5 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 |
|---|---|---|---|
| Ashley Ann Black | Laurie, Mo | May 31, 2024 | May 31, 2024 |
| Jacob Allen Sullivan | Lake Ozark, Mo | May 31, 2024 | May 31, 2024 |
| Patrick Rowland | Lake Ozark, Mo | May 31, 2024 | May 31, 2024 |
| Jesse Edmund Dale | Laurie, Mo | Jun 3, 2024 | Jun 3, 2024 |
| Lisa Braden | St Louis, Mo | Jun 10, 2024 | Nov 14, 2022 |
The rule
- Registrations ended
- May 31, 2024 to Jun 10, 2024
- Registered next
- Nov 14, 2022 to Jun 3, 2024
- Branch state
- MO
- Cities
- 3, most in Lake Ozark, Mo
- Registered there that day
- 13,607 (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