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 |
|---|---|---|---|
| Jesse Vance | Holladay, Ut | Jul 7, 2022 | Jul 7, 2022 |
| Eric Dean Brenchley | Salt Lake City, Ut | Jul 8, 2022 | Jul 8, 2022 |
| Kelly Spencer | Salt Lake City, Ut | Jul 8, 2022 | Jul 8, 2022 |
| Holley Sprouse | Holladay, Ut | Jul 21, 2022 | Jul 21, 2022 |
| James Ryan Jolley | Holladay, Ut | Jul 21, 2022 | Jul 21, 2022 |
| Scott Cunningham | Holladay, Ut | Jul 22, 2022 | Jul 26, 2022 |
The rule
- Registrations ended
- Jul 7, 2022 to Jul 22, 2022
- Registered next
- Jul 7, 2022 to Jul 26, 2022
- Branch state
- UT
- Cities
- 2, most in Holladay, Ut
- Registered there that day
- 14,007 (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