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
6 advisors left K••••• A••••••• S•••••••• L•• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Sean Stroh | Austin, Tx | Oct 27, 2023 | Oct 29, 2023 |
| Shane Jarrett | Austin, Tx | Oct 27, 2023 | Oct 29, 2023 |
| Barry Wayne Tate | Magnolia, Tx | Nov 7, 2023 | Nov 6, 2023 |
| James Rick Durbin | Austin, Tx | Nov 8, 2023 | Nov 6, 2023 |
| Kimberly Kathryn Durbin | Austin, Tx | Nov 8, 2023 | Nov 6, 2023 |
| Jennifer Hollers | Austin, Tx | Nov 9, 2023 | Dec 4, 2023 |
The rule
- Registrations ended
- Oct 27, 2023 to Nov 9, 2023
- Registered next
- Oct 29, 2023 to Dec 4, 2023
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 1,150 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape