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
4 advisors left P•• M•••••• A•••••• S••••••••• I••• for P•• W••••• M•••••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrea G Pineda | Houston, Tx | Sep 20, 2021 | Sep 22, 2021 |
| James Aloysius Notzon | Laredo, Tx | Sep 20, 2021 | Sep 22, 2021 |
| Jose Ramon Rodriguez | Houston, Tx | Sep 20, 2021 | Sep 22, 2021 |
| Lee Scott Bolnick | Houston, Tx | Sep 20, 2021 | Sep 22, 2021 |
The rule
- Registrations ended
- Sep 20, 2021
- Registered next
- Sep 22, 2021
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 45 (people still on IAPD; an estimate)
- Share of that headcount
- 8.9%
- Succession by the destination
- none on the tape