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 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 |
|---|---|---|---|
| Patrick Francis Velasco | Austin, Tx | May 2, 2025 | Apr 28, 2025 |
| Joel Matthew Risenhoover | Austin, Tx | May 8, 2025 | May 5, 2025 |
The rule
- Registrations ended
- May 2, 2025 to May 8, 2025
- Registered next
- Apr 28, 2025 to May 5, 2025
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 1,230 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape