DFX Intelligence
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4 advisors moved from T• A••••••••• I••• to C•••••• S••••• • C••• I•••
Channel change (one enterprise)joined C•••••• S••••• • C••• I•••
No date on record · this record
No date on record · this record
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 |
|---|---|---|---|
| Bleshia Ann Norman | Southlake, Tx | Apr 18, 2020 | May 26, 2020 |
| Wade Allen Stafford | Westlake, Tx | Apr 28, 2020 | May 21, 2020 |
| Ryan Douglas Kirk | Westlake, Tx | Apr 29, 2020 | Jun 30, 2020 |
| Dave Mappala Valdez | Westlake, Tx | May 5, 2020 | May 15, 2020 |
The rule
- Registrations ended
- Apr 18, 2020 to May 5, 2020
- Registered next
- May 15, 2020 to Jun 30, 2020
- Branch state
- TX
- Cities
- 2, most in Westlake, Tx
- Registered there that day
- 1,652 (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