DFX Intelligence

RIA Intelligence

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Team lift-out

8 advisors left W•••• F•••• A••••••• for S•••••••• A•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Carlos Armando De La GarzaSan Antonio, TxJun 17, 2021Jun 11, 2021
Erasmo SalinasSan Antonio, TxJun 17, 2021Jun 11, 2021
Florentino Esteban ChapaSan Antonio, TxJun 17, 2021Jun 11, 2021
Javier OrdoricaSan Antonio, TxJun 17, 2021Jun 11, 2021
Lorena GuerreroSan Antonio, TxJun 17, 2021Jun 14, 2021
Marlen LopezSan Antonio, TxJun 17, 2021Jun 14, 2021
Rene H. PerezSan Antonio, TxJun 17, 2021Jun 11, 2021
Roberto Carlos LopezSan Antonio, TxJun 17, 2021Jun 11, 2021
The rule
Registrations ended
Jun 17, 2021
Registered next
Jun 11, 2021 to Jun 14, 2021
Branch state
TX
Cities
3, most in San Antonio, Tx
Registered there that day
14,096 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into S•••••••• A•••••••• L••