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••• F•••••••• A••••••• for S••••• F••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Duncan Williams | Albuquerque, Nm | May 9, 2025 | Feb 26, 2025 |
| Thomas Andrew Crow | Albuquerque, Nm | May 9, 2025 | Feb 26, 2025 |
The rule
- Registrations ended
- May 9, 2025
- Registered next
- Feb 26, 2025
- Branch state
- NM
- Cities
- 1, most in Albuquerque, Nm
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape