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
3 advisors left P•• M•••••• A•••••• S••••••••• I••• for B••• G••••• W••••• A•••••••• I•••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ignacio Antonio Perezanta Ordonez | San Antonio, Tx | Nov 30, 2023 | Mar 4, 2024 |
| Joaquin Sanchez Hernandez | Houston, Tx | Nov 30, 2023 | Mar 5, 2024 |
| Jorge Luis Rivas Padilla | Houston, Tx | Nov 30, 2023 | Mar 1, 2024 |
The rule
- Registrations ended
- Nov 30, 2023
- Registered next
- Mar 1, 2024 to Mar 5, 2024
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape