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 M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Joseph Massegee | Westlake, Tx | Sep 24, 2015 | Oct 22, 2015 |
| Aaron Ray Kelly | Westlake, Tx | Oct 8, 2015 | Oct 19, 2015 |
The rule
- Registrations ended
- Sep 24, 2015 to Oct 8, 2015
- Registered next
- Oct 19, 2015 to Oct 22, 2015
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 4,290 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape