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•• S••••••• C•••••• M••••••••• L•• for M•••••• W••••• M••••••••• L•
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alison Rose Miller | Austin, Tx | Mar 31, 2023 | Mar 2, 2023 |
| Mary Voll Miller | Austin, Tx | Mar 31, 2023 | Mar 2, 2023 |
The rule
- Registrations ended
- Mar 31, 2023
- Registered next
- Mar 2, 2023
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 8.0%
- Succession by the destination
- none on the tape