DFX Intelligence
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Channel change (one enterprise)
6 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 |
|---|---|---|---|
| Antoinette Pellegrini | Doylestown, Pa | Mar 2, 2023 | Mar 2, 2023 |
| Damon Derstine | Doylestown, Pa | Mar 2, 2023 | Mar 2, 2023 |
| Dennis Cooney | Doylestown, Pa | Mar 2, 2023 | Mar 2, 2023 |
| Janet Helbling | Doylestown, Pa | Mar 3, 2023 | Mar 6, 2023 |
| Kenneth C Welsh | Doylestown, Pa | Mar 3, 2023 | Mar 3, 2023 |
| Robert Joseph Sullivan | Doylestown, Pa | Mar 3, 2023 | Mar 3, 2023 |
The rule
- Registrations ended
- Mar 2, 2023 to Mar 3, 2023
- Registered next
- Mar 2, 2023 to Mar 6, 2023
- Branch state
- PA
- Cities
- 1, most in Doylestown, Pa
- Registered there that day
- 13,816 (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