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

4 advisors left L••• P•••• W••••• M••••••••• L•• for M••••• G••••• A••••••• I•••

no RAUMtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron BoyceThe Woodlands, TxJun 9, 2022Jan 4, 2022
Anna M ApodacaHeath, TxJun 9, 2022Jan 4, 2022
David Allen CainPlano, TxJun 9, 2022Dec 22, 2021
Samuel HumeHeath, TxJun 9, 2022Jan 14, 2022
The rule
Registrations ended
Jun 9, 2022
Registered next
Dec 22, 2021 to Jan 14, 2022
Branch state
TX
Cities
3, most in Heath, Tx
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
57%
Succession by the destination
none on the tape
Other teams out of L••• P•••• W••••• M••••••••• L••Other teams into M••••• G••••• A••••••• I•••