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.
Channel change (one enterprise)
2 advisors moved from S••••• W••••• A•••••••• I••• to C•••••• S••••• • C••• I•••
Not a lift-out: both firms report The C•••••• S••••• Corporation as a 75%+ owner on Schedule A around the move, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
no RAUMtonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy Allen Bielik | Westlake, Tx | Jun 23, 2026 | Jun 23, 2026 |
| William Robinson | Westlake, Tx | Jul 2, 2026 | Jul 2, 2026 |
The rule
- Registrations ended
- Jun 23, 2026 to Jul 2, 2026
- Registered next
- Jun 23, 2026 to Jul 2, 2026
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 1,550 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- both firms report The C•••••• S••••• Corporation as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape