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 J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tyler Deleon | Westlake, Tx | Feb 16, 2023 | Jun 27, 2023 |
| Jocelyn A. Caliel | Houston, Tx | Feb 21, 2023 | Jun 13, 2023 |
The rule
- Registrations ended
- Feb 16, 2023 to Feb 21, 2023
- Registered next
- Jun 13, 2023 to Jun 27, 2023
- Branch state
- TX
- Cities
- 2, most in Westlake, Tx
- Registered there that day
- 4,951 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape