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 F••••• I••••••••• for A••••• A•• P••••••• S•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ulysses Cervantes | Plano, Tx | Dec 10, 2024 | Jan 16, 2025 |
| Nicolas Valles | Plano, Tx | Dec 17, 2024 | Mar 24, 2026 |
The rule
- Registrations ended
- Dec 10, 2024 to Dec 17, 2024
- Registered next
- Jan 16, 2025 to Mar 24, 2026
- Branch state
- TX
- Cities
- 1, most in Plano, Tx
- Registered there that day
- 2,216 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape