DFX Intelligence
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Channel change (one enterprise)
6 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 |
|---|---|---|---|
| James Robert Bishop | San Antonio, Tx | Nov 13, 2025 | Nov 17, 2025 |
| Charles Scott Glover | San Antonio, Tx | Nov 18, 2025 | Nov 18, 2025 |
| Jerrod Henry Fraser | San Antonio, Tx | Nov 18, 2025 | Nov 18, 2025 |
| David D Levenhagen | San Antonio, Tx | Nov 20, 2025 | Nov 20, 2025 |
| Katie Mariah Lange | San Antonio, Tx | Nov 20, 2025 | Nov 20, 2025 |
| William Blake Kopplin | San Antonio, Tx | Nov 20, 2025 | Nov 23, 2025 |
The rule
- Registrations ended
- Nov 13, 2025 to Nov 20, 2025
- Registered next
- Nov 17, 2025 to Nov 23, 2025
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 13,916 (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