DFX Intelligence

RIA 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

8 advisors left S•••••• C•••••• A•••••••• L•• for W••••••• M••••••••• C•••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anibal Jose AngelHouston, TxNov 21, 2022Feb 16, 2023
Bradley Steven EisenHouston, TxNov 21, 2022May 1, 2023
Dan Hall HindsHouston, TxNov 21, 2022May 1, 2023
Frank Theodore GardnerHouston, TxNov 21, 2022May 1, 2023
Matthew Robert GranditsHouston, TxNov 21, 2022May 1, 2023
Parag Kirtikumar SanghaniHouston, TxNov 21, 2022May 1, 2023
Ronald Winston CatoHouston, TxNov 21, 2022Feb 17, 2023
Steven Craig BlokdykHouston, TxNov 21, 2022Feb 15, 2023
The rule
Registrations ended
Nov 21, 2022
Registered next
Feb 15, 2023 to May 1, 2023
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
none on the tape
Other teams out of S•••••• C•••••• A•••••••• L••Other teams into W••••••• M••••••••• C•••