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 E•••••••• A•••••••• L•• for V•••••• F••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Paul Barre | Austin, Tx | Feb 23, 2024 | Feb 21, 2024 |
| Phillip John Flores | Austin, Tx | Feb 26, 2024 | Feb 21, 2024 |
The rule
- Registrations ended
- Feb 23, 2024 to Feb 26, 2024
- Registered next
- Feb 21, 2024
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 3,462 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape