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 F••••••• P••••••• A•• W•••••••• A•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michelle Rogers | Westlake, Tx | Dec 23, 2020 | May 31, 2022 |
| Hugo Perez | Westlake, Tx | Jan 4, 2021 | Dec 12, 2022 |
The rule
- Registrations ended
- Dec 23, 2020 to Jan 4, 2021
- Registered next
- May 31, 2022 to Dec 12, 2022
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 3,214 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape