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.
Team lift-out
2 advisors left S•••••••• A••••••• L•• for C•••••• S••••• • C••• I•••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edgar Ramirez | Westlake, Tx | Apr 23, 2018 | Apr 30, 2018 |
| Omar Benmansour | Westlake, Tx | Apr 23, 2018 | May 4, 2018 |
The rule
- Registrations ended
- Apr 23, 2018
- Registered next
- Apr 30, 2018 to May 4, 2018
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 5,017 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape