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 T• A••••••••• I••• for F••••• I•••••••••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Sep 7, 2018
- Registered next
- Sep 18, 2018 to Dec 4, 2018
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 1,673 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape