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 |
|---|---|---|---|
| Deborah Ann Friedman | Corte Madera, Ca | Jul 28, 2017 | Nov 19, 2014 |
| Jennifer Roniet Staben | Roseville, Ca | Aug 7, 2017 | Apr 11, 2018 |
| John Keegan Einspanier | Beverly Hills, Ca | Aug 11, 2017 | Oct 25, 2016 |
| James D Beaulieu | San Francisco, Ca | Aug 23, 2017 | Jan 11, 2017 |
| Min Joseph Song | Upland, Ca | Aug 23, 2017 | May 28, 2008 |
The rule
- Registrations ended
- Jul 28, 2017 to Aug 23, 2017
- Registered next
- Nov 19, 2014 to Jan 11, 2017
- Branch state
- CA
- Cities
- 4, most in Corte Madera, Ca
- Registered there that day
- 1,106 (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