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
2 advisors left M••••• S•••••• for U•• F•••••••• S••••••• I•••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marcus A Rolls | Richmond, Tx | May 20, 2025 | May 5, 2025 |
| Hector Edgardo Contreras | Houston, Tx | May 28, 2025 | May 15, 2025 |
The rule
- Registrations ended
- May 20, 2025 to May 28, 2025
- Registered next
- May 5, 2025 to May 15, 2025
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 21,337 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape