DFX Intelligence
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Channel change (one enterprise)
22 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 |
|---|---|---|---|
| Charles Bradshaw | Richmond, Va | May 2, 2024 | May 2, 2024 |
| George Mann Gordon | Richmond, Va | May 2, 2024 | May 2, 2024 |
| Heather Lambert | Richmond, Va | May 2, 2024 | May 2, 2024 |
| Joel Stiff | Richmond, Va | May 2, 2024 | May 2, 2024 |
| John Taitague | Richmond, Va | May 2, 2024 | May 2, 2024 |
| Matthew A. Tatum | Richmond, Va | May 2, 2024 | May 2, 2024 |
| Paula Bridgman | Richmond, Va | May 2, 2024 | May 2, 2024 |
| Crystal Farris | Richmond, Va | May 3, 2024 | May 3, 2024 |
| Jennifer Childrey Smith | Richmond, Va | May 3, 2024 | May 3, 2024 |
| Thomas Krahe | Richmond, Va | May 3, 2024 | May 3, 2024 |
| Timothy Hughes Mullins | Richmond, Va | May 3, 2024 | May 3, 2024 |
| Jessica Marxer | Alexandria, Va | May 16, 2024 | May 16, 2024 |
| Lori Barber | Roanoke, Va | May 16, 2024 | May 16, 2024 |
| Matt Megary | Alexandria, Va | May 16, 2024 | May 16, 2024 |
| Tristan Caudron | Alexandria, Va | May 16, 2024 | May 16, 2024 |
| Chalee Ricciardi | Alexandria, Va | May 17, 2024 | May 17, 2024 |
| David Cameron Schaap | Lynchburg, Va | May 17, 2024 | May 17, 2024 |
| Flora Champion-Thomas | Alexandria, Va | May 17, 2024 | May 17, 2024 |
| Ivana Katherine Mcneill | Alexandria, Va | May 17, 2024 | May 17, 2024 |
| Joshua Melvin | Roanoke, Va | May 17, 2024 | May 17, 2024 |
| Laurie Blackburn | Alexandria, Va | May 17, 2024 | May 17, 2024 |
| Lori Polonsky | Alexandria, Va | May 17, 2024 | May 17, 2024 |
The rule
- Registrations ended
- May 2, 2024 to May 17, 2024
- Registered next
- May 2, 2024 to May 17, 2024
- Branch state
- VA
- Cities
- 4, most in Richmond, Va
- Registered there that day
- 13,639 (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