DFX Intelligence
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Firm absorbed
3 advisors left N••••• A••••••• F••• A••••••• L•• for P••••••• I••••••••• A•••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Monroe Poarch | Tulsa, Ok | Dec 31, 2018 | May 16, 2019 |
| Joel Bernard Kantor | Tulsa, Ok | Dec 31, 2018 | Jan 1, 2025 |
| Robert Brett Kramer | Tulsa, Ok | Dec 31, 2018 | May 16, 2019 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- May 16, 2019 to Jan 1, 2025
- Branch state
- OK
- Cities
- 1, most in Tulsa, Ok
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape