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Channel change (one enterprise)

25 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
David SquireBee Cave, TxMay 12, 2023May 12, 2023
Zachary HoyleBee Cave, TxMay 12, 2023May 12, 2023
Cody Robert HortonSchulenburg, TxMay 18, 2023May 18, 2023
Jason Andrew PageSan Antonio, TxMay 19, 2023May 19, 2023
Allen Jeffery RandLongview, TxJun 1, 2023Jun 1, 2023
Glenn H. CollierLongview, TxJun 1, 2023Jun 1, 2023
Jonathan KillingsworthLongview, TxJun 1, 2023Jun 1, 2023
Ryan Christopher LacyLongview, TxJun 1, 2023Jun 1, 2023
Tom Sheldon HaleyLongview, TxJun 1, 2023Jun 1, 2023
William ChinnLongview, TxJun 1, 2023Jun 1, 2023
Ashley Collier KingLongview, TxJun 2, 2023Jun 2, 2023
Bruce R ClarkLongview, TxJun 2, 2023Jun 2, 2023
Fred Jack IrwinLongview, TxJun 2, 2023Jun 2, 2023
Jacob Nathaniel IrwinLongview, TxJun 2, 2023Jun 2, 2023
James A Willett IILongview, TxJun 2, 2023Jun 2, 2023
Kenneth M. ChinnLongview, TxJun 2, 2023Jun 2, 2023
Michelle LamondLongview, TxJun 2, 2023Jun 2, 2023
Ashley GonzalezAustin, TxJun 8, 2023Jun 8, 2023
Gary SolkaAustin, TxJun 8, 2023Jun 8, 2023
David Zachary FarleyMcallen, TxJun 9, 2023Jun 9, 2023
Eric HeidrichSan Antonio, TxJun 9, 2023Jun 9, 2023
Jennifer L LyssyMcallen, TxJun 9, 2023Jun 9, 2023
John HandleySan Antonio, TxJun 9, 2023Jun 9, 2023
Aaron RalstonVictoria, TxJun 12, 2023Jun 12, 2023
Pamela JamesGeorgetown, TxJun 12, 2023Jun 12, 2023
The rule
Registrations ended
May 12, 2023 to Jun 12, 2023
Registered next
May 12, 2023 to Jun 12, 2023
Branch state
TX
Cities
7, most in Longview, Tx
Registered there that day
13,776 (people still on IAPD; an estimate)
Share of that headcount
0.2%
One enterprise because
the two CRDs file under the same business name
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into W•••• F•••• A•••••••