DFX Intelligence
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Channel change (one enterprise)
8 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 |
|---|---|---|---|
| Jarvis Hall | Winter Park, Fl | Jan 6, 2021 | Oct 24, 2014 |
| Alexander Cepero | Coral Gables, Fl | Jan 11, 2021 | Sep 25, 2020 |
| Brian M Schwab | Pensacola, Fl | Jan 11, 2021 | Feb 13, 2019 |
| Derric Hoover | Winter Park, Fl | Jan 11, 2021 | Jan 11, 2018 |
| John Anthony Giamanco | Ft Myers, Fl | Jan 11, 2021 | Dec 3, 2018 |
| Joshua Indykiewicz | Orlando, Fl | Jan 11, 2021 | Jan 30, 2020 |
| Micah Tyler Inman | Boca Raton, Fl | Jan 11, 2021 | Apr 20, 2018 |
| Nazley R Wilson | Tampa, Fl | Jan 11, 2021 | Jan 27, 2015 |
The rule
- Registrations ended
- Jan 6, 2021 to Jan 11, 2021
- Registered next
- Oct 24, 2014 to Sep 25, 2020
- Branch state
- FL
- Cities
- 7, most in Winter Park, Fl
- Registered there that day
- 1,494 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape