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 |
|---|---|---|---|
| Dean Alan Belknap | Westlake, Tx | Apr 4, 2018 | Jul 14, 2016 |
| Edmund Adam Job | Westlake, Tx | Apr 6, 2018 | Apr 30, 2015 |
| Michael Robert Oldenburg | Westlake, Tx | Apr 6, 2018 | Sep 2, 2014 |
| Joseph Christopher Digregorio | Fort Worth, Tx | Apr 12, 2018 | May 12, 2006 |
| Anthony David Balderas | Fort Worth, Tx | Apr 16, 2018 | Aug 2, 2016 |
| Andrew Bryce Williams | Westlake, Tx | Apr 19, 2018 | Oct 4, 2017 |
The rule
- Registrations ended
- Apr 4, 2018 to Apr 12, 2018
- Registered next
- May 12, 2006 to Jul 14, 2016
- Branch state
- TX
- Cities
- 2, most in Westlake, Tx
- Registered there that day
- 1,642 (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