DFX Intelligence
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Channel change (one enterprise)
11 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 |
|---|---|---|---|
| Crystal Diamond | Winston Salem, Nc | Jul 6, 2023 | Jul 6, 2023 |
| Hovey Aiken | New Bern, Nc | Jul 6, 2023 | Jun 16, 2023 |
| James Kluttz | Winston Salem, Nc | Jul 6, 2023 | Jul 6, 2023 |
| Mackenzie Harris Urquhart | Winston Salem, Nc | Jul 6, 2023 | Jul 6, 2023 |
| Mary Jones | New Bern, Nc | Jul 6, 2023 | Jun 16, 2023 |
| Tom Goodson | Winston Salem, Nc | Jul 6, 2023 | Jul 6, 2023 |
| Jennifer Hobbs | Winston Salem, Nc | Jul 7, 2023 | Jul 7, 2023 |
| Michael Phelan | Raleigh, Nc | Jul 7, 2023 | Jul 7, 2023 |
| Robert Nichols | Winston Salem, Nc | Jul 7, 2023 | Jul 7, 2023 |
| William Goodson | Winston Salem, Nc | Jul 7, 2023 | Jul 7, 2023 |
| Dakota J Dzula | Winston Salem, Nc | Jul 12, 2023 | Jul 12, 2023 |
The rule
- Registrations ended
- Jul 6, 2023 to Jul 12, 2023
- Registered next
- Jun 16, 2023 to Jul 12, 2023
- Branch state
- NC
- Cities
- 3, most in Winston Salem, Nc
- Registered there that day
- 13,692 (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