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 RAUMtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Christensen Hancock | Salt Lake City, Ut | Jul 11, 2016 | Nov 21, 2014 |
| Quinn Summerill Cannon | Draper, Ut | Jul 19, 2016 | Dec 9, 2015 |
The rule
- Registrations ended
- Jul 11, 2016 to Jul 19, 2016
- Registered next
- Nov 21, 2014 to Dec 9, 2015
- Branch state
- UT
- Cities
- 2, most in Salt Lake City, Ut
- Registered there that day
- 983 (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