DFX Intelligence

RIA 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 J••• M••••• S••••••••• L•• for M••••• S••••••

wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Alan ShawAustin, TxApr 7, 2026Apr 7, 2026
Dreux L HargusAustin, TxApr 7, 2026Apr 7, 2026
Mark Edwin FisherAustin, TxApr 7, 2026Apr 7, 2026
The rule
Registrations ended
Apr 7, 2026
Registered next
Apr 7, 2026
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
13,183 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of J••• M••••• S••••••••• L••Other teams into M••••• S••••••