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 I••••••••• P••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald David Tomlin | San Antonio, Tx | Aug 3, 2018 | Aug 3, 2020 |
| Kathy Burnett Barton | San Antonio, Tx | Aug 3, 2018 | Jul 31, 2018 |
| Robert Thomas Masters | San Antonio, Tx | Aug 3, 2018 | Aug 3, 2020 |
The rule
- Registrations ended
- Aug 3, 2018
- Registered next
- Jul 31, 2018 to Aug 3, 2020
- Branch state
- TX
- Cities
- 1, most in San Antonio, Tx
- Registered there that day
- 117 (people still on IAPD; an estimate)
- Share of that headcount
- 2.6%
- Succession by the destination
- none on the tape