DFX Intelligence
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Channel change (one enterprise)
3 advisors moved from V••••• F•••• A•••• M••••••••• L•• to B••• I••••••••• S•••••••• I•••
Not a lift-out: both firms report B••• 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.
othertono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy Franklin Stahl | Lebanon, Pa | Aug 3, 2015 | Sep 8, 2015 |
| Kathleen A. Beck | King Of Prussia, Pa | Aug 3, 2015 | Sep 25, 2015 |
| Melissa Christy Mcdonald | King Of Prussia, Pa | Aug 3, 2015 | Sep 23, 2015 |
The rule
- Registrations ended
- Aug 3, 2015
- Registered next
- Sep 8, 2015 to Sep 25, 2015
- Branch state
- PA
- Cities
- 2, most in King Of Prussia, Pa
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 23%
- One enterprise because
- both firms report B••• Corporation as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape