DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from B•••••••• F••• A••••••• to B•••••••• I••••••••• M••••••••• L••
Not a lift-out: both firms report B••••••••, Inc. 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.
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Sarah C. Schachinger | Princeton, Nj | May 24, 2016 | May 23, 2016 |
| Li Yan Jiang | Princeton, Nj | May 31, 2016 | May 24, 2016 |
The rule
- Registrations ended
- May 24, 2016 to May 31, 2016
- Registered next
- May 23, 2016 to May 24, 2016
- Branch state
- NJ
- Cities
- 1, most in Princeton, Nj
- Registered there that day
- 37 (people still on IAPD; an estimate)
- Share of that headcount
- 5.4%
- One enterprise because
- both firms report B••••••••, Inc. as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape