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 |
|---|---|---|---|
| Adam R Bolick | Wilmington, Nc | Apr 5, 2024 | Apr 5, 2024 |
| Christopher Knowles | Wilmington, Nc | Apr 5, 2024 | Apr 5, 2024 |
| Jason Craig Harris | Wilmington, Nc | Apr 5, 2024 | Apr 5, 2024 |
| Justin Hardee | Kinston, Nc | Apr 5, 2024 | Apr 5, 2024 |
| Marcene Kendall Bolick | Wilmington, Nc | Apr 5, 2024 | Apr 5, 2024 |
| Milton Warner | Greenville, Nc | Apr 5, 2024 | Apr 5, 2024 |
| Troy Timothy Sharpe | Wilmington, Nc | Apr 5, 2024 | Apr 5, 2024 |
| Zachery Edwards | Greensboro, Nc | Apr 5, 2024 | Apr 5, 2024 |
| David Hood | Greenville, Nc | Apr 8, 2024 | Apr 8, 2024 |
| Thomas Stroud Jr | Greenville, Nc | Apr 8, 2024 | Apr 8, 2024 |
| Zachary Brown Goins | Greenville, Nc | Apr 8, 2024 | Apr 8, 2024 |
The rule
- Registrations ended
- Apr 5, 2024 to Apr 8, 2024
- Registered next
- Apr 5, 2024 to Apr 8, 2024
- Branch state
- NC
- Cities
- 4, most in Wilmington, Nc
- Registered there that day
- 13,660 (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