DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from H•••••• S••••••••• I••• to H•••••• S••••••••• A•••• M••••••••• L••
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.
BD affiliatedtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Phillip Jones | Dallas, Tx | May 15, 2025 | Jan 31, 2024 |
| David Shechtman | Dallas, Tx | May 19, 2025 | Mar 5, 2024 |
The rule
- Registrations ended
- May 15, 2025 to May 19, 2025
- Registered next
- Jan 31, 2024 to Mar 5, 2024
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 146 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape