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 E••••• J•••• for A••••••••• F•••••••• S•••••••• L••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashlee Reiszner | Houston, Tx | Mar 6, 2023 | Mar 3, 2023 |
| Benjamin Daniel Yackell | La Porte, Tx | Mar 6, 2023 | Mar 3, 2023 |
The rule
- Registrations ended
- Mar 6, 2023
- Registered next
- Mar 3, 2023
- Branch state
- TX
- Cities
- 2, most in La Porte, Tx
- Registered there that day
- 18,980 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape