DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from A•••• W••••• M••••••••• to A•••• W••••• M•••••••••
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.
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott Alan Durscher | Cedar Falls, Ia | Apr 28, 2017 | Jan 16, 2017 |
| Stacie Lynn Brass | Cedar Falls, Ia | Apr 28, 2017 | Jan 16, 2017 |
The rule
- Registrations ended
- Apr 28, 2017
- Registered next
- Jan 16, 2017
- Branch state
- IA
- Cities
- 1, most in Cedar Falls, Ia
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- none on the tape