DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from C•••••• S••••• • C••• I••• to C•••••• S••••• I••••••••• M••••••••• I••
Not a lift-out: one firm's name is the other's with a word added, 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.
national BDtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas E Glenn | Austin, Tx | Dec 22, 2022 | Jan 3, 2023 |
| Reshard Grant | Southlake, Tx | Jan 2, 2023 | Dec 22, 2022 |
The rule
- Registrations ended
- Dec 22, 2022 to Jan 2, 2023
- Registered next
- Dec 22, 2022 to Jan 3, 2023
- Branch state
- TX
- Cities
- 2, most in Austin, Tx
- Registered there that day
- 4,889 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape