DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from P•••••• S••••••••• L•• to P•••••• A•••• M•••••••••
Not a lift-out: both firms report P••••••, 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.
mixed wealthtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Isaac Aquino Andino | San Juan, Pr | Mar 18, 2025 | Mar 18, 2025 |
| Jorge E Irigoyen | San Juan, Pr | Mar 18, 2025 | Mar 18, 2025 |
The rule
- Registrations ended
- Mar 18, 2025
- Registered next
- Mar 18, 2025
- Branch state
- PR
- Cities
- 1, most in San Juan, Pr
- Registered there that day
- 57 (people still on IAPD; an estimate)
- Share of that headcount
- 3.5%
- One enterprise because
- both firms report P••••••, Inc. as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape