DFX Intelligence
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Firm absorbed
3 advisors left P••••••• I••••••••• A••••••• for N••••• A••••••• F••• A••••••• L••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aimee Nicole Boyer | Tulsa, Ok | Dec 31, 2018 | May 17, 2019 |
| David Monroe Poarch | Tulsa, Ok | Dec 31, 2018 | Aug 16, 1996 |
| Robert Brett Kramer | Tulsa, Ok | Dec 31, 2018 | Aug 16, 1996 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Aug 16, 1996 to May 17, 2019
- Branch state
- OK
- Cities
- 1, most in Tulsa, Ok
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape