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 B•••• F•••••••• M••••••••• I•• D•• F•••••••• S••••••••• G•••• for C•••••• W••••• M•••••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Keith Goldfarb | Dallas, Tx | Dec 18, 2020 | Nov 30, 2012 |
| Diana Lynn Bacon | Dallas, Tx | Dec 18, 2020 | Jan 3, 2014 |
The rule
- Registrations ended
- Dec 18, 2020
- Registered next
- Nov 30, 2012 to Jan 3, 2014
- Branch state
- TX
- Cities
- 1, most in Dallas, 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