DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Channel change (one enterprise)
2 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 |
|---|---|---|---|
| Amiel Volinsky | Chicago, Il | Jul 19, 2016 | Jun 7, 2013 |
| William Powell | Oak Brook, Il | Jul 29, 2016 | Oct 19, 2011 |
The rule
- Registrations ended
- Jul 19, 2016 to Jul 29, 2016
- Registered next
- Oct 19, 2011 to Jun 7, 2013
- Branch state
- IL
- Cities
- 2, most in Chicago, Il
- Registered there that day
- 985 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape