DFX Intelligence
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Channel change (one enterprise)
3 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 RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shane Michael Higgins | Winter Park, Fl | Jan 11, 2018 | Sep 28, 2016 |
| Ehab Abdalla | Winter Park, Fl | Jan 18, 2018 | Jun 25, 2015 |
| Brian Placke | Naples, Fl | Jan 24, 2018 | Mar 15, 2017 |
The rule
- Registrations ended
- Jan 11, 2018 to Jan 24, 2018
- Registered next
- Jun 25, 2015 to Mar 15, 2017
- Branch state
- FL
- Cities
- 2, most in Winter Park, Fl
- Registered there that day
- 1,172 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape