DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from O••••••• N• to O••••••• N•
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 |
|---|---|---|---|
| Anita Bustos | Miami, Fl | Aug 30, 2022 | Sep 20, 2022 |
| Hunter Aron Sabety | Miami, Fl | Aug 30, 2022 | Sep 20, 2022 |
The rule
- Registrations ended
- Aug 30, 2022
- Registered next
- Sep 20, 2022
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- One enterprise because
- the two CRDs file under the same business name
- Succession by the destination
- a succession within a year (Jul 22, 2022), not necessarily this firm