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 |
|---|---|---|---|
| Peter L Dafniotis | Forest Hills, Ny | Oct 4, 2016 | May 16, 2013 |
| Peter Levine | Forest Hills, Ny | Oct 4, 2016 | Mar 6, 2015 |
| Ryan Christopher Faley | Merrick, Ny | Oct 4, 2016 | Mar 18, 2016 |
The rule
- Registrations ended
- Oct 4, 2016
- Registered next
- Jun 6, 2006 to Mar 18, 2016
- Branch state
- NY
- Cities
- 3, most in Forest Hills, Ny
- Registered there that day
- 1,025 (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