DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from T• A••••••••• I••• to C•••••• S••••• • C••• I•••
Not a lift-out: both firms report The C•••••• S••••• Corporation as a 75%+ owner on Schedule A around the move, 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 RAUMtonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jesse William Burr | West Des Moines, Ia | Oct 14, 2022 | Jan 26, 2022 |
| Kevin James Dalke | Lewis, Ia | Oct 14, 2022 | Oct 5, 2022 |
The rule
- Registrations ended
- Oct 14, 2022
- Registered next
- Jan 26, 2022 to Oct 5, 2022
- Branch state
- IA
- Cities
- 2, most in West Des Moines, Ia
- Registered there that day
- 1,241 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- One enterprise because
- both firms report The C•••••• S••••• Corporation as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape