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 P•••• W•••••• L•• for P••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Montgomery Price | Austin, Tx | Sep 30, 2020 | Oct 7, 2020 |
| Susan Leonard Wittliff | Austin, Tx | Sep 30, 2020 | Oct 20, 2020 |
The rule
- Registrations ended
- Sep 30, 2020
- Registered next
- Oct 7, 2020 to Oct 20, 2020
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape