DFX Intelligence
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Channel change (one enterprise)
3 advisors moved from F•• I••••••••• M••••••••• S•••••••• I••• to F•• W••••• M••••••••• L••
Not a lift-out: both firms report Fbl Financial Group, Inc. 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.
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert John Bowen | West Des Moines, Ia | Nov 6, 2018 | Nov 7, 2018 |
| Ryan E Bridwell | West Des Moines, Ia | Nov 6, 2018 | Nov 6, 2018 |
| Stephen Ryan Goucher | West Des Moines, Ia | Nov 6, 2018 | Nov 7, 2018 |
The rule
- Registrations ended
- Nov 6, 2018
- Registered next
- Nov 6, 2018 to Nov 7, 2018
- Branch state
- IA
- Cities
- 1, most in West Des Moines, Ia
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- One enterprise because
- both firms report Fbl Financial Group, Inc. as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape