DFX Intelligence
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Channel change (one enterprise)
5 advisors moved from J••• M••••• S••••••••• L•• to J••• M••••• P•••••• W••••• A••••••• L••
Not a lift-out: both firms report Jpm••••• Chase Holdings Llc 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.
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Paul Saville | Palm Beach Gardens, Fl | Jan 17, 2020 | Jan 17, 2020 |
| Jason O'Brien | Palm Beach Gardens, Fl | Jan 17, 2020 | Jan 17, 2020 |
| Julie A Wilbus | Palm Beach Gardens, Fl | Jan 17, 2020 | Jan 30, 2020 |
| Kristin Marie Kochanski | Palm Beach Gardens, Fl | Jan 17, 2020 | Mar 3, 2020 |
| Salvatore Anthony Tiano | Palm Beach Gardens, Fl | Jan 21, 2020 | Jan 17, 2020 |
The rule
- Registrations ended
- Jan 17, 2020 to Jan 21, 2020
- Registered next
- Jan 17, 2020 to Mar 3, 2020
- Branch state
- FL
- Cities
- 1, most in Palm Beach Gardens, Fl
- Registered there that day
- 5,456 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- both firms report Jpm••••• Chase Holdings Llc as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape