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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
AdvisorBranchLeftRegistered
Brandon Porter JohnstonTyler, TxApr 21, 2022Apr 21, 2022
Charles Michael BennettPalestine, TxApr 21, 2022Apr 21, 2022
Dana Brent NapierParis, TxApr 21, 2022Apr 21, 2022
Gregory Neal StrnadelLongview, TxApr 21, 2022Apr 21, 2022
Lisa LowranceTyler, TxApr 21, 2022Apr 21, 2022
Ryan Christopher LightfootPalestine, TxApr 21, 2022Apr 21, 2022
Tiffany OlasonTexarkana, TxApr 21, 2022Apr 21, 2022
Mitchell Alan WestPalestine, TxApr 22, 2022Apr 22, 2022
Robert Gary RenickerTyler, TxApr 25, 2022Apr 22, 2022
Tonya R WalsworthTyler, TxApr 25, 2022Apr 22, 2022
The rule
Registrations ended
Apr 21, 2022 to Apr 25, 2022
Registered next
Apr 21, 2022 to Apr 22, 2022
Branch state
TX
Cities
5, most in Tyler, Tx
Registered there that day
14,098 (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