DFX Intelligence

RIA Intelligence

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3 advisors left L••••••• W•••••• I••• for P•••••••• W••••• P•••••••• L••

Team lift-outjoined P•••••••• W••••• P•••••••• L••
No date on record · this record
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
George Franklin WilliamsHouston, TxMay 12, 2023Apr 21, 2023
Grant Jonathan WilliamsHouston, TxMay 12, 2023Apr 21, 2023
Joseph Harold WilliamsHouston, TxMay 12, 2023Apr 21, 2023
The rule
Registrations ended
May 12, 2023
Registered next
Apr 21, 2023
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
24 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape
Other teams out of L••••••• W•••••• I•••Other teams into P•••••••• W••••• P•••••••• L••