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 |
|---|---|---|---|
| Connor Desales Mudd | Chesterfield, Mo | Oct 16, 2025 | Oct 16, 2025 |
| Tammy Lyn Mudd | St Charles, Mo | Oct 16, 2025 | Oct 16, 2025 |
| Angela Lorraine Hetlage | Chesterfield, Mo | Oct 17, 2025 | Oct 17, 2025 |
| Courtney Kalist | Clayton, Mo | Oct 22, 2025 | Jun 29, 2022 |
The rule
- Registrations ended
- Oct 16, 2025 to Oct 22, 2025
- Registered next
- Jun 29, 2022 to Oct 17, 2025
- Branch state
- MO
- Cities
- 3, most in Chesterfield, Mo
- Registered there that day
- 13,876 (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