DFX Intelligence
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Channel change (one enterprise)
9 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 |
|---|---|---|---|
| Alyssa Erin Romanac | Alexandria, Va | Apr 17, 2025 | Apr 17, 2025 |
| Andrew Strobel | Alexandria, Va | Apr 17, 2025 | Apr 17, 2025 |
| Charles Brian Markson | Alexandria, Va | Apr 17, 2025 | Apr 17, 2025 |
| Jonathan Ustun | Alexandria, Va | Apr 17, 2025 | Apr 17, 2025 |
| Ryan Christian Bortner | Alexandria, Va | Apr 17, 2025 | Apr 17, 2025 |
| Ryan Sprowls | Alexandria, Va | Apr 17, 2025 | Apr 17, 2025 |
| Tracy M Hoben-Shelkin | Alexandria, Va | Apr 17, 2025 | Apr 17, 2025 |
| Anne Buckley | Alexandria, Va | Apr 21, 2025 | Apr 21, 2025 |
| Philip Pierce Bartilucci | Alexandria, Va | Apr 21, 2025 | Apr 21, 2025 |
The rule
- Registrations ended
- Apr 17, 2025 to Apr 21, 2025
- Registered next
- Apr 17, 2025 to Apr 21, 2025
- Branch state
- VA
- Cities
- 1, most in Alexandria, Va
- Registered there that day
- 13,740 (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