DFX Intelligence
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Channel change (one enterprise)
14 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 |
|---|---|---|---|
| Al Dominic Raia | Oakhurst, Nj | May 10, 2024 | May 10, 2024 |
| Brent Mctaggart | Red Bank, Nj | May 10, 2024 | May 10, 2024 |
| Jason Mctaggart | Red Bank, Nj | May 10, 2024 | May 10, 2024 |
| John Busco | Red Bank, Nj | May 10, 2024 | May 10, 2024 |
| Jennifer Lane Engelhardt | Oakhurst, Nj | May 14, 2024 | May 13, 2024 |
| Christopher Cherasaro | Vineland, Nj | May 16, 2024 | May 16, 2024 |
| Louis Perfetti | Linwood, Nj | May 16, 2024 | May 16, 2024 |
| Cornelius J Mcpeak | Linwood, Nj | May 17, 2024 | May 17, 2024 |
| Eric Deangelis | Linwood, Nj | May 17, 2024 | May 17, 2024 |
| Kimberly Fumo | Linwood, Nj | May 17, 2024 | May 17, 2024 |
| Kyle Christopher Roffina | Linwood, Nj | May 17, 2024 | May 17, 2024 |
| Michael Weeks | Linwood, Nj | May 17, 2024 | May 17, 2024 |
| Ariel Pienkos | Linwood, Nj | May 20, 2024 | May 20, 2024 |
| Cornelius Paul Mcpeak Sr. | Linwood, Nj | May 20, 2024 | May 20, 2024 |
The rule
- Registrations ended
- May 10, 2024 to May 20, 2024
- Registered next
- May 10, 2024 to May 20, 2024
- Branch state
- NJ
- Cities
- 5, most in Linwood, Nj
- Registered there that day
- 13,629 (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