DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left P•• M•••••• A•••••• S••••••••• I••• for I••••••• A••••••• S•••••••• L••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Beatrice Francoise NunezSan Antonio, TxNov 30, 2023Dec 12, 2023
Jose A LauHouston, TxNov 30, 2023Dec 1, 2023
Juan Pablo BolanosHouston, TxNov 30, 2023Dec 4, 2023
Juan Pablo Fortoul SolorzanoHouston, TxNov 30, 2023Dec 4, 2023
Ma Esther Palacios De HernandezEl Paso, TxNov 30, 2023Dec 12, 2023
Maria De Las Mercedes GonzalezHouston, TxNov 30, 2023Dec 11, 2023
Maria Genoveva HernandezHouston, TxNov 30, 2023Dec 1, 2023
Minerva Ayala SantosLaredo, TxNov 30, 2023Dec 12, 2023
Oscar Eduardo Fernandez EsteHouston, TxNov 30, 2023Dec 1, 2023
Faride Hezni Yamin AbudHouston, TxDec 1, 2023Dec 1, 2023
The rule
Registrations ended
Nov 30, 2023 to Dec 1, 2023
Registered next
Dec 1, 2023 to Dec 12, 2023
Branch state
TX
Cities
4, most in Houston, Tx
Registered there that day
17 (people still on IAPD; an estimate)
Share of that headcount
59%
Succession by the destination
none on the tape
Other teams out of P•• M•••••• A•••••• S••••••••• I•••Other teams into I••••••• A••••••• S•••••••• L••