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 J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Zachary John Perret | Katy, Tx | Apr 11, 2019 | May 8, 2019 |
| David John Boldger | Richmond, Tx | Apr 16, 2019 | Jul 1, 2019 |
The rule
- Registrations ended
- Apr 11, 2019 to Apr 16, 2019
- Registered next
- May 8, 2019 to Jul 1, 2019
- Branch state
- TX
- Cities
- 2, most in Katy, Tx
- Registered there that day
- 16,141 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape