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 C•••••• S••••• • C••• I••• for V••••••• A•••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ataul Azad | Westlake, Tx | Jul 12, 2023 | Jul 3, 2025 |
| Zachary John Perret | Houston, Tx | Jul 24, 2023 | Jul 28, 2023 |
The rule
- Registrations ended
- Jul 12, 2023 to Jul 24, 2023
- Registered next
- Jul 28, 2023 to Jul 3, 2025
- Branch state
- TX
- Cities
- 2, most in Westlake, Tx
- Registered there that day
- 5,153 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape