DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
Not a lift-out: both firms report Fmr Llc as a 75%+ owner on Schedule A around the move, 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.
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christine J. Godlewski | Clearwater, Fl | Oct 15, 2024 | Jun 24, 2025 |
| Raquel Anagnostopoulos | West Palm Beach, Fl | Oct 18, 2024 | May 7, 2025 |
The rule
- Registrations ended
- Oct 15, 2024 to Oct 18, 2024
- Registered next
- May 7, 2025 to Jun 24, 2025
- Branch state
- FL
- Cities
- 2, most in Clearwater, Fl
- Registered there that day
- 14,456 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- One enterprise because
- both firms report Fmr Llc as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape