DFX Intelligence
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Channel change (one enterprise)
5 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 |
|---|---|---|---|
| Chris Andrew Daniels | Westlake, Tx | Jul 28, 2017 | Aug 27, 2013 |
| Andrew Scott Thomas | Dallas, Tx | Aug 4, 2017 | Sep 2, 2014 |
| Jeromy Christian Shepherd | Westlake, Tx | Aug 7, 2017 | Jan 13, 2011 |
| James Garrett Janka | Southlake, Tx | Aug 9, 2017 | Jan 17, 2017 |
The rule
- Registrations ended
- Jul 28, 2017 to Aug 9, 2017
- Registered next
- Jan 13, 2011 to Jan 17, 2017
- Branch state
- TX
- Cities
- 3, most in Westlake, Tx
- Registered there that day
- 1,106 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape