DFX Intelligence
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Team lift-out
2 advisors left P•• W••••• M••••••••• for I••••••• A••••••• S•••••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mauricio Castillo | Houston, Tx | Nov 30, 2023 | Dec 4, 2023 |
| Samuel Morales | Houston, Tx | Nov 30, 2023 | Dec 4, 2023 |
The rule
- Registrations ended
- Nov 30, 2023
- Registered next
- Dec 4, 2023
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 941 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape