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.
Firm absorbed
3 advisors left G••••• L• R•• • A••••••••• L••• for W••••••••• I••••••••• A•••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Leslie Reynoso Ancona | Dallas, Tx | Mar 19, 2018 | Mar 22, 2017 |
| Michael Harry Kane | Dallas, Tx | Mar 19, 2018 | Jun 21, 2017 |
| Michael Roth Beck | Dallas, Tx | Mar 19, 2018 | Mar 22, 2017 |
The rule
- Registrations ended
- Mar 19, 2018
- Registered next
- Mar 22, 2017 to Jun 21, 2017
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape