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 |
|---|---|---|---|
| Zeeshan Hasan | Beverly Hills, Ca | Jun 21, 2016 | Jul 17, 2014 |
| William Jerald Mcintosh | Encino, Ca | Jun 23, 2016 | Dec 1, 2009 |
| Kailen H Cook | San Diego, Ca | Jul 7, 2016 | Jan 30, 2015 |
| Jeff R Ellena | Upland, Ca | Jul 19, 2016 | Aug 9, 2011 |
The rule
- Registrations ended
- Jun 21, 2016 to Jul 19, 2016
- Registered next
- Dec 1, 2009 to Jan 30, 2015
- Branch state
- CA
- Cities
- 4, most in Beverly Hills, Ca
- Registered there that day
- 982 (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