DFX Intelligence
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Channel change (one enterprise)
3 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 |
|---|---|---|---|
| Carlos Menicucci | Westlake, Tx | Oct 16, 2017 | Jan 19, 2017 |
| Jason Alan Meeks | Westlake, Tx | Oct 20, 2017 | Feb 18, 2014 |
| Candace Antoinette Ellison | Westlake, Tx | Oct 30, 2017 | Jul 13, 2017 |
| Ryan Dean Deakins | Westlake, Tx | Oct 30, 2017 | Feb 4, 2016 |
The rule
- Registrations ended
- Oct 16, 2017 to Oct 30, 2017
- Registered next
- Feb 18, 2014 to Jan 19, 2017
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 1,146 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape