DFX Intelligence
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Channel change (one enterprise)
8 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 |
|---|---|---|---|
| Anthony R. Podojil | Mayfield Hts, Oh | Nov 8, 2024 | Jun 14, 2024 |
| Bradley Jay Schlang | Mayfield Hts, Oh | Nov 8, 2024 | Jun 14, 2024 |
| David Alan Leavitt | Mayfield Hts, Oh | Nov 8, 2024 | Jun 14, 2024 |
| Jeffry Michael Kennat | Strongsville, Oh | Nov 8, 2024 | Jun 14, 2024 |
| Lee Bryan Friedman | Mayfield Hts, Oh | Nov 8, 2024 | Jun 14, 2024 |
| Mark J Tichar | Mayfield Hts, Oh | Nov 8, 2024 | Jun 14, 2024 |
| Scott Ryan Lewis | Mayfield Hts, Oh | Nov 8, 2024 | Jun 14, 2024 |
| Theodore Stewart Lorenzen | Mayfield Hts, Oh | Nov 8, 2024 | Jun 14, 2024 |
The rule
- Registrations ended
- Nov 8, 2024
- Registered next
- Jun 14, 2024
- Branch state
- OH
- Cities
- 2, most in Mayfield Hts, Oh
- Registered there that day
- 169 (people still on IAPD; an estimate)
- Share of that headcount
- 4.7%
- 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