DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from B•• R••••••••• S••••••• to T•• B•••••• G•••• W••••• A•••••••• L••
Not a lift-out: both firms report The B•••••• Insurance Group Holdings, 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.
no RAUMtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald Earl Roberts | Houston, Tx | Oct 4, 2024 | Oct 9, 2024 |
| Gary Ray Wilkins | Houston, Tx | Oct 4, 2024 | Oct 9, 2024 |
The rule
- Registrations ended
- Oct 4, 2024
- Registered next
- Oct 9, 2024
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- One enterprise because
- both firms report The B•••••• Insurance Group Holdings, Llc as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape