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 |
|---|---|---|---|
| Gary Mould | Ortley Beach, Nj | Oct 11, 2022 | Oct 12, 2022 |
| Christopher Kizis | Red Bank, Nj | Oct 20, 2022 | Oct 21, 2022 |
| Timothy O'Brien | Toms River, Nj | Nov 3, 2022 | Nov 4, 2022 |
| Thomas Roll | Bedminster, Nj | Nov 17, 2022 | Nov 17, 2022 |
| Lisa Roll | Bedminister, Nj | Nov 18, 2022 | Nov 18, 2022 |
The rule
- Registrations ended
- Oct 11, 2022 to Nov 18, 2022
- Registered next
- Oct 12, 2022 to Nov 18, 2022
- Branch state
- NJ
- Cities
- 4, most in Red Bank, Nj
- Registered there that day
- 13,898 (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