DFX Intelligence
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Channel change (one enterprise)
5 advisors moved from L•• W•••••• L•• to L•• W••••• A•••••••• L••
Not a lift-out: one firm's name is the other's with a word added, 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.
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Wesley Mckenzie | Edison, Nj | Jun 25, 2026 | Apr 15, 2026 |
| Jeremy Alan Knight | Edison, Nj | Jun 25, 2026 | Apr 15, 2026 |
| Ray Lee Pinson | Edison, Nj | Jun 25, 2026 | Apr 15, 2026 |
| William David Schultz | Edison, Nj | Jun 25, 2026 | Apr 15, 2026 |
| Zaphrey Llwellyn Williams | Edison, Nj | Jun 25, 2026 | Apr 20, 2026 |
The rule
- Registrations ended
- Jun 25, 2026
- Registered next
- Apr 15, 2026 to Apr 20, 2026
- Branch state
- NJ
- Cities
- 2, most in Edison, Nj
- Registered there that day
- 29 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape