DFX Intelligence
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Channel change (one enterprise)
12 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 |
|---|---|---|---|
| Aaron Joseph Goldman | Southlake, Tx | Dec 20, 2017 | Feb 15, 2017 |
| George Vargas | Westlake, Tx | Dec 31, 2017 | Nov 9, 2017 |
| Matt Allen Harrelson | Westlake, Tx | Dec 31, 2017 | Nov 9, 2017 |
| Ronald Vincent Regan | Westlake, Tx | Dec 31, 2017 | Nov 15, 2017 |
| Daniel Patrick Mahaffey | Fort Worth, Tx | Jan 11, 2018 | Dec 4, 2012 |
| Sarah Jane Green | Plano, Tx | Jan 11, 2018 | Apr 17, 2017 |
| Scott Shoates | Westlake, Tx | Jan 11, 2018 | Jan 21, 2016 |
| Benjamin Daniel Crofford | Westlake, Tx | Jan 18, 2018 | Jul 23, 2015 |
| Brent A Young | Westlake, Tx | Jan 23, 2018 | Jan 3, 2018 |
| Feras Rahim Chowdhury | Westlake, Tx | Feb 2, 2018 | Jan 20, 2016 |
| Timothy Mangus | Westlake, Tx | Feb 7, 2018 | Aug 8, 2014 |
| David Abed-Rabboh | Westlake, Tx | Feb 13, 2018 | Jan 23, 2018 |
The rule
- Registrations ended
- Dec 20, 2017 to Feb 13, 2018
- Registered next
- Dec 4, 2012 to Jan 23, 2018
- Branch state
- TX
- Cities
- 4, most in Westlake, Tx
- Registered there that day
- 1,167 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape