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 |
|---|---|---|---|
| Christopher Dennis Schalk | Cincinnati, Oh | Apr 26, 2016 | Aug 27, 2012 |
| Matthew Joseph Steciow | Columbus, Oh | Apr 26, 2016 | Aug 14, 2013 |
The rule
- Registrations ended
- Apr 26, 2016
- Registered next
- Aug 27, 2012 to Aug 14, 2013
- Branch state
- OH
- Cities
- 2, most in Cincinnati, Oh
- Registered there that day
- 977 (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