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 |
|---|---|---|---|
| Justin Mclaughlin | Tuckasegee, Nc | May 4, 2023 | May 4, 2023 |
| Laura Melinda Van Buren | Kill Devil Hills, Nc | May 18, 2023 | May 18, 2023 |
| William Jeffrey Mitchell | Elizabeth City, Nc | May 18, 2023 | May 18, 2023 |
| William Whichard | Kill Devil Hills, Nc | May 18, 2023 | May 18, 2023 |
| John Woolard | Elizabeth City, Nc | May 19, 2023 | May 19, 2023 |
| Meredith Moreland | Elizabeth City, Nc | May 19, 2023 | May 19, 2023 |
| Miriam Crank | Elizabeth City, Nc | May 19, 2023 | May 19, 2023 |
The rule
- Registrations ended
- May 4, 2023 to May 19, 2023
- Registered next
- May 4, 2023 to May 19, 2023
- Branch state
- NC
- Cities
- 3, most in Elizabeth City, Nc
- Registered there that day
- 13,781 (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