DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left P•• M•••••• A•••••• S••••••••• I••• for M••••• S••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Francisco Manuel LlanoHouston, TxDec 7, 2020Dec 7, 2020
Harlen Reyes SandovalHouston, TxDec 7, 2020Dec 7, 2020
Jose Miguel MondragonHouston, TxDec 7, 2020Dec 7, 2020
Roberto C. GuiotThe Woodlands, TxDec 7, 2020Dec 7, 2020
Rodrigo GonzalezHouston, TxDec 7, 2020Dec 7, 2020
Tattiana Quiros VargasHouston, TxDec 7, 2020Dec 7, 2020
The rule
Registrations ended
Dec 7, 2020
Registered next
Dec 7, 2020
Branch state
TX
Cities
2, most in Houston, Tx
Registered there that day
297 (people still on IAPD; an estimate)
Share of that headcount
2.0%
Succession by the destination
none on the tape
Other teams out of P•• M•••••• A•••••• S••••••••• I•••Other teams into M••••• S••••••