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
3 advisors left A••••••••• F•••••••• S•••••••• L•• for L•• F•••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy Carl Satre | Beaumont, Tx | Aug 21, 2018 | Aug 20, 2018 |
| Aimee Carissa Daigle | Beaumont, Tx | Aug 29, 2018 | Sep 10, 2018 |
| Marlon Keith Scott | Sugar Land, Tx | Sep 5, 2018 | Aug 31, 2018 |
The rule
- Registrations ended
- Aug 21, 2018 to Sep 5, 2018
- Registered next
- Aug 20, 2018 to Sep 10, 2018
- Branch state
- TX
- Cities
- 2, most in Beaumont, Tx
- Registered there that day
- 8,413 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape