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 RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph James Jansen | Portland, Or | Jan 14, 2020 | Nov 29, 2018 |
| John P Scollo | Portland, Or | Jan 15, 2020 | Mar 4, 2019 |
The rule
- Registrations ended
- Jan 14, 2020 to Jan 15, 2020
- Registered next
- Nov 29, 2018 to Mar 4, 2019
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 1,684 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape