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.
Firm absorbed
4 advisors left A••••••• W••••• M••••••••• L•• for C•••••••• P•••••• W••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alec Blaine Walker | Houston, Tx | Sep 30, 2019 | May 31, 2019 |
| Christopher Lee Perego | Houston, Tx | Sep 30, 2019 | May 31, 2019 |
| Hannah Vinyard Perry | West Lake Hills, Tx | Sep 30, 2019 | May 31, 2019 |
| Samuel Sean Mcgee | Lakeway, Tx | Sep 30, 2019 | May 31, 2019 |
The rule
- Registrations ended
- Sep 30, 2019
- Registered next
- May 31, 2019
- Branch state
- TX
- Cities
- 3, most in Houston, Tx
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape