DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from R•••••• J•••• • A••••••••• I••• to R•••••• J•••• I••••••••• M•••••••••
Not a lift-out: both firms report R•••••• J•••• Financial, 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.
national BDtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Annette Persaud-Jairam | St Petersburg, Fl | Apr 15, 2026 | Apr 30, 2026 |
| Matthew David Kienzler | St Petersburg, Fl | Apr 15, 2026 | Jun 6, 2025 |
The rule
- Registrations ended
- Apr 15, 2026
- Registered next
- Jun 6, 2025 to Apr 30, 2026
- Branch state
- FL
- Cities
- 1, most in St Petersburg, Fl
- Registered there that day
- 5,569 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- One enterprise because
- both firms report R•••••• J•••• Financial, Inc. as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape