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 F•••• I••••••••• S•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Asa Jared Villarreal | San Antonio, Tx | May 8, 2024 | May 21, 2024 |
| Ashley Taylor Brence | Stafford, Tx | May 13, 2024 | May 21, 2024 |
The rule
- Registrations ended
- May 8, 2024 to May 13, 2024
- Registered next
- May 21, 2024
- Branch state
- TX
- Cities
- 2, most in San Antonio, Tx
- Registered there that day
- 23,598 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape