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 |
|---|---|---|---|
| Alex Martin Updyke | Sugar Land, Tx | Mar 12, 2026 | Mar 12, 2026 |
| Bruce Edward Piccirillo | Houston, Tx | Mar 12, 2026 | Mar 13, 2026 |
| John David Caram | Sugar Land, Tx | Mar 12, 2026 | Mar 13, 2026 |
| Marco Brian Lloyd | Sugar Land, Tx | Mar 12, 2026 | Mar 13, 2026 |
| Mary Kristine Jenkins | Sugar Land, Tx | Mar 12, 2026 | Mar 16, 2026 |
| Michael W Duty | Sugar Land, Tx | Mar 12, 2026 | Mar 12, 2026 |
| William Paul Hawker | Sugar Land, Tx | Mar 12, 2026 | Mar 12, 2026 |
| Jared Louis Crawford | Sugar Land, Tx | Mar 13, 2026 | Mar 13, 2026 |
| Jeanne M. Mc Cormick | Sugar Land, Tx | Mar 13, 2026 | Mar 13, 2026 |
| Vicki Lynn Hebert | Sugar Land, Tx | Mar 13, 2026 | Mar 13, 2026 |
The rule
- Registrations ended
- Mar 12, 2026 to Mar 13, 2026
- Registered next
- Mar 12, 2026 to Mar 16, 2026
- Branch state
- TX
- Cities
- 2, most in Sugar Land, Tx
- Registered there that day
- 14,194 (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