DFX Intelligence
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Firm absorbed
11 advisors left M••• W••••• M••••••••• L•• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryce Anthony Currier | Austin, Tx | May 29, 2024 | Apr 2, 2024 |
| Julie Elizabeth Reinhardt | Austin, Tx | May 29, 2024 | Apr 1, 2024 |
| Kira Leigh Scott | Austin, Tx | May 29, 2024 | Apr 2, 2024 |
| Nicolle Lachelle Yates | Austin, Tx | May 29, 2024 | Apr 2, 2024 |
| Pamela Jean Raffaele | Austin, Tx | May 29, 2024 | Apr 2, 2024 |
| Sarah Christine Wasaff | Austin, Tx | May 29, 2024 | Apr 2, 2024 |
| Scott Frederick Adair | Austin, Tx | May 29, 2024 | Apr 1, 2024 |
| Stefany Natalia Quirico Canepa | Austin, Tx | May 29, 2024 | Apr 10, 2024 |
| Steven Lee Harvey | Austin, Tx | May 29, 2024 | Apr 2, 2024 |
| Stuart Vick Smith | Austin, Tx | May 29, 2024 | Apr 2, 2024 |
| Vanessa Lynn Mcelwrath | Austin, Tx | May 29, 2024 | Apr 2, 2024 |
The rule
- Registrations ended
- May 29, 2024
- Registered next
- Apr 1, 2024 to Apr 10, 2024
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape