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 M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E••••• J••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Laurie Peterson | Midland, Tx | Jul 26, 2023 | Jul 14, 2023 |
| Alvaro Soto | Houston, Tx | Aug 8, 2023 | Aug 7, 2023 |
The rule
- Registrations ended
- Jul 26, 2023 to Aug 8, 2023
- Registered next
- Jul 14, 2023 to Aug 7, 2023
- Branch state
- TX
- Cities
- 2, most in Midland, Tx
- Registered there that day
- 23,570 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape