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 |
|---|---|---|---|
| Donald Matthew Goodwin | Georgetown, Tx | Feb 21, 2024 | Mar 15, 2024 |
| Daniela Itzel Arias Rojas | San Antonio, Tx | Feb 27, 2024 | Mar 13, 2024 |
The rule
- Registrations ended
- Feb 21, 2024 to Feb 27, 2024
- Registered next
- Mar 13, 2024 to Mar 15, 2024
- Branch state
- TX
- Cities
- 2, most in Georgetown, Tx
- Registered there that day
- 13,688 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape