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 D•• S•••• W••••• M••••••••• for A•••••• W••••• S••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Antonio Jose Tovar | Austin, Tx | Oct 9, 2023 | Jan 18, 2023 |
| William Morgan Stone | Austin, Tx | Oct 9, 2023 | Jan 19, 2023 |
The rule
- Registrations ended
- Oct 9, 2023
- Registered next
- Jan 18, 2023 to Jan 19, 2023
- 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
- a succession within a year (Jul 24, 2024), not necessarily this firm