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 K••••• A••••••• S•••••••• L•• for C••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| B. Frank Voigt | Dallas, Tx | Jul 14, 2026 | Aug 18, 2026 |
| Jamie Christine Radke | Austin, Tx | Jul 14, 2026 | Jul 28, 2026 |
| Katherine Ann Robertson | Dallas, Tx | Jul 14, 2026 | Jul 27, 2026 |
The rule
- Registrations ended
- Jul 14, 2026
- Registered next
- Jul 27, 2026 to Aug 18, 2026
- Branch state
- TX
- Cities
- 1, most in Dallas, Tx
- Registered there that day
- 1,422 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape