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 |
|---|---|---|---|
| Courtenay Leigh Yeager | Austin, Tx | Jun 1, 2017 | Apr 16, 2016 |
| Jonathan A Doshier | Fort Worth, Tx | Jun 12, 2017 | Jan 7, 2008 |
| Kathleen Crisel Hudock | The Woodlands, Tx | Jun 23, 2017 | Jun 6, 2017 |
The rule
- Registrations ended
- Jun 1, 2017 to Jun 12, 2017
- Registered next
- Jan 7, 2008 to Apr 16, 2016
- Branch state
- TX
- Cities
- 2, most in Austin, Tx
- Registered there that day
- 1,085 (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