DFX Intelligence
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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 |
|---|---|---|---|
| Sean Michael Carson | Princeton, Nj | Apr 7, 2015 | Oct 1, 2013 |
| Janet L Peterson | Red Bank, Nj | Apr 17, 2015 | Apr 25, 2006 |
The rule
- Registrations ended
- Apr 7, 2015 to Apr 17, 2015
- Registered next
- Apr 25, 2006 to Oct 1, 2013
- Branch state
- NJ
- Cities
- 2, most in Princeton, Nj
- Registered there that day
- 978 (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