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 RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric A Group | Columbia, Sc | Apr 28, 2020 | Oct 24, 2016 |
| Friend Michael Williams | Columbia, Sc | Apr 28, 2020 | Apr 27, 2015 |
| Robert Lyles Bellamy | Columbia, Sc | Apr 28, 2020 | Apr 25, 2006 |
The rule
- Registrations ended
- Apr 28, 2020
- Registered next
- Apr 25, 2006 to Feb 1, 2019
- Branch state
- SC
- Cities
- 1, most in Columbia, Sc
- Registered there that day
- 1,643 (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