DFX Intelligence
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Channel change (one enterprise)
5 advisors moved from S••••••••• A•••••• A•••••••• I••• to W••••••• F•••••••• S•••••••• I•••
Not a lift-out: both firms report The Berlinski Family 2006 Trust 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 |
|---|---|---|---|
| Jaclyn Paige Mazur | Carlsbad, Ca | Dec 1, 2016 | Dec 1, 2016 |
| Jennifer Erdmann Logan | San Diego, Ca | Dec 1, 2016 | Dec 1, 2016 |
| Mona Felicia Corbett | Carlsbad, Ca | Dec 1, 2016 | Dec 1, 2016 |
| Paul Andrew Kyrimis | San Diego, Ca | Dec 1, 2016 | Dec 9, 2016 |
| Thomas Joseph Drabek | Carlsbad, Ca | Dec 1, 2016 | Dec 5, 2016 |
The rule
- Registrations ended
- Dec 1, 2016
- Registered next
- Dec 1, 2016 to Dec 9, 2016
- Branch state
- CA
- Cities
- 2, most in Carlsbad, Ca
- Registered there that day
- 1,065 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- One enterprise because
- both firms report The Berlinski Family 2006 Trust as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape