DFX Intelligence
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Channel change (one enterprise)
4 advisors moved from T• A••••••••• I••• to T• A••••••••• I••••••••• 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.
no RAUMtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Riley Spitler | Roseville, Ca | Mar 3, 2015 | Jul 17, 2013 |
| Dennis J Oconnell | Campbell, Ca | Mar 4, 2015 | May 11, 2012 |
| Jeanne Marie Juricka | Mission Viejo, Ca | Mar 4, 2015 | Apr 29, 2010 |
| Jonathan Ryan Mefford | San Diego, Ca | Mar 4, 2015 | Apr 29, 2010 |
| Paul Robert Wick | San Diego, Ca | Mar 18, 2015 | Mar 23, 2012 |
The rule
- Registrations ended
- Mar 3, 2015 to Mar 18, 2015
- Registered next
- Apr 29, 2010 to Jul 17, 2013
- Branch state
- CA
- Cities
- 3, most in San Diego, Ca
- Registered there that day
- 980 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape