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 J••• M••••• S••••••••• L•• for W•••• F•••• A•••••••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Diana Gislet Contreras Perez | Houston, Tx | Aug 19, 2025 | Jun 29, 2026 |
| Daniel Edward Filippi | Austin, Tx | Aug 29, 2025 | Sep 2, 2025 |
The rule
- Registrations ended
- Aug 19, 2025 to Aug 29, 2025
- Registered next
- Sep 2, 2025 to Jun 29, 2026
- Branch state
- TX
- Cities
- 2, most in Houston, Tx
- Registered there that day
- 11,974 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape