DFX Intelligence
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Channel change (one enterprise)
10 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 |
|---|---|---|---|
| Bradley Thomas Vineyard | Plano, Tx | May 16, 2019 | May 16, 2019 |
| Charles Andrew Evans | Plano, Tx | May 16, 2019 | May 16, 2019 |
| Robert Edward Holland | Plano,, Tx | May 16, 2019 | May 16, 2019 |
| Candy Rene Hawkins | Plano,, Tx | May 17, 2019 | May 17, 2019 |
| Gail Carrion | Plano, Tx | May 17, 2019 | May 17, 2019 |
| John Randall Darden | Plano, Tx | May 17, 2019 | May 17, 2019 |
| Mark Filardi | Plano, Tx | May 17, 2019 | May 17, 2019 |
| Owen Turner Mccabe | Houston, Tx | May 17, 2019 | May 17, 2019 |
| Jennifer Michelle Reed | Midland, Tx | May 22, 2019 | May 22, 2019 |
| Christopher Daniel Macleod | Midland, Tx | May 24, 2019 | May 28, 2019 |
The rule
- Registrations ended
- May 16, 2019 to May 24, 2019
- Registered next
- May 16, 2019 to May 28, 2019
- Branch state
- TX
- Cities
- 4, most in Plano, Tx
- Registered there that day
- 14,332 (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