DFX Intelligence
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Channel change (one enterprise)
3 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 |
|---|---|---|---|
| Jordan M Whittenburg | Alpine, Ut | Jun 9, 2015 | Jun 8, 2015 |
| Joshua Floyd Black | Alpine, Ut | Jun 9, 2015 | Jun 9, 2015 |
| Raymond Michael Whittenburg | Alpine, Ut | Jun 9, 2015 | Jun 8, 2015 |
The rule
- Registrations ended
- Jun 9, 2015
- Registered next
- Jun 8, 2015 to Jun 9, 2015
- Branch state
- UT
- Cities
- 1, most in Alpine, Ut
- Registered there that day
- 913 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- 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