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 V••••••• A•••••••• I••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexis Lopez | Plano, Tx | Oct 11, 2024 | Sep 26, 2025 |
| Robert Malzberg | Plano, Tx | Oct 17, 2024 | Oct 23, 2024 |
The rule
- Registrations ended
- Oct 11, 2024 to Oct 17, 2024
- Registered next
- Oct 23, 2024 to Sep 26, 2025
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 1,759 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape