DFX Intelligence
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Channel change (one enterprise)
3 advisors moved from D••••••••• I••• to D••••• W••••••• 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.
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kyle Hammett Gowen | Memphis, Tn | Apr 2, 2015 | Mar 20, 2015 |
| Patrick Shane O'Connor | Memphis, Tn | Apr 2, 2015 | Mar 19, 2015 |
| Robert Hudson Atkins | Memphis Shelby, Tn | Apr 2, 2015 | Mar 2, 2021 |
The rule
- Registrations ended
- Apr 2, 2015
- Registered next
- Mar 19, 2015 to Mar 2, 2021
- Branch state
- TN
- Cities
- 2, most in Memphis, Tn
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 30%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape