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
3 advisors left F•••• C•••••• A••••••• S••••••• for T••••••• F•••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Anthony Walters | Fort Worth, Tx | Aug 15, 2019 | Aug 10, 2019 |
| Michael Francisco Gaona | Fort Worth, Tx | Aug 15, 2019 | Aug 12, 2019 |
| Michael Samuel Srulowitz | Fort Worth, Tx | Aug 15, 2019 | Aug 9, 2019 |
The rule
- Registrations ended
- Aug 15, 2019
- Registered next
- Aug 9, 2019 to Aug 12, 2019
- Branch state
- TX
- Cities
- 1, most in Fort Worth, Tx
- Registered there that day
- 469 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape