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 W•••• F•••• A••••••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tony Alfredo Martinez | Robstown, Tx | Dec 4, 2018 | Dec 3, 2018 |
| Stephanie Joi Clay | Houston, Tx | Dec 11, 2018 | Mar 25, 2019 |
The rule
- Registrations ended
- Dec 4, 2018 to Dec 11, 2018
- Registered next
- Dec 3, 2018 to Mar 25, 2019
- Branch state
- TX
- Cities
- 2, most in Robstown, Tx
- Registered there that day
- 14,286 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape