DFX Intelligence
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Channel change (one enterprise)
7 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 |
|---|---|---|---|
| Elizabeth Ruvalcaba | El Paso, Tx | Apr 17, 2023 | Apr 17, 2023 |
| Theresa Winter | El Paso, Tx | Apr 17, 2023 | Apr 17, 2023 |
| Corey Brannum | Fort Worth, Tx | Apr 20, 2023 | Apr 20, 2023 |
| Jennifer Baumann | Fort Worth, Tx | Apr 20, 2023 | Apr 20, 2023 |
| Jerome Chandler Shick | Tyler, Tx | Apr 20, 2023 | Apr 20, 2023 |
| Laura Johnston | Tyler, Tx | Apr 20, 2023 | Apr 20, 2023 |
| Derek Ryan Stanley | Fort Worth, Tx | Apr 21, 2023 | Apr 21, 2023 |
The rule
- Registrations ended
- Apr 17, 2023 to Apr 21, 2023
- Registered next
- Apr 17, 2023 to Apr 21, 2023
- Branch state
- TX
- Cities
- 3, most in Fort Worth, Tx
- Registered there that day
- 13,795 (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