DFX Intelligence
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Channel change (one enterprise)
3 advisors moved from C•••••• S••••• • C••• I••• to S••••• W••••• A•••••••• I•••
Not a lift-out: both firms report The C•••••• S••••• Corporation 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.
national BDtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Michael Flores | Lone Tree, Co | Jul 10, 2017 | Jul 10, 2017 |
| Adam Henry Barringer | Lone Tree, Co | Jul 20, 2017 | Jul 20, 2017 |
| William Cody Campbell | Lone Tree, Co | Jul 21, 2017 | Jul 21, 2017 |
The rule
- Registrations ended
- Jul 10, 2017 to Jul 21, 2017
- Registered next
- Jul 10, 2017 to Jul 21, 2017
- Branch state
- CO
- Cities
- 1, most in Lone Tree, Co
- Registered there that day
- 2,190 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- both firms report The C•••••• S••••• Corporation as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape