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 RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Sean Kenny | Fort Worth, Tx | Jan 3, 2019 | Jul 22, 2010 |
| Todd William Laluzerne | Southlake, Tx | Jan 3, 2019 | Jul 19, 2006 |
| Curtis Woodard | Plano, Tx | Jan 14, 2019 | Sep 9, 2016 |
The rule
- Registrations ended
- Jan 3, 2019 to Jan 14, 2019
- Registered next
- Jul 22, 2010 to Sep 9, 2016
- Branch state
- TX
- Cities
- 2, most in Fort Worth, Tx
- Registered there that day
- 1,690 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape