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 |
|---|---|---|---|
| Alexander Benson Nalle | Conshohocken, Pa | Jan 16, 2024 | Jan 12, 2024 |
| Brian Gurbarg | Conshohocken, Pa | Jan 16, 2024 | Jan 12, 2024 |
| David Cawley | Conshohocken, Pa | Jan 16, 2024 | Jan 16, 2024 |
| Gary Anello | Chesterbrook, Pa | Jan 16, 2024 | Jan 16, 2024 |
| Michael Joseph Cifelli | Philadelphia, Pa | Jan 19, 2024 | Jan 22, 2024 |
The rule
- Registrations ended
- Jan 16, 2024 to Jan 19, 2024
- Registered next
- Jan 12, 2024 to Jan 22, 2024
- Branch state
- PA
- Cities
- 3, most in Conshohocken, Pa
- Registered there that day
- 13,694 (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