DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Channel change (one enterprise)
2 advisors moved from A•••• P•••• A••••••• to O•••• W•••••• 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.
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregg Randall Fortune | Palm Beach Gardens, Fl | Nov 8, 2024 | Jun 14, 2024 |
| Michael Douglas Rees | St Petersburg, Fl | Nov 8, 2024 | Jun 14, 2024 |
| Tina Louise Boeving | Saint Petersburg, Fl | Nov 8, 2024 | Jun 14, 2024 |
The rule
- Registrations ended
- Nov 8, 2024
- Registered next
- Jun 14, 2024
- Branch state
- FL
- Cities
- 2, most in St Petersburg, Fl
- Registered there that day
- 169 (people still on IAPD; an estimate)
- Share of that headcount
- 1.2%
- 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