DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left C••••••••• C•••••• M••••••••• L•• for P•••• C•••••• F••••••••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Laura Lee Ehrenberg-CheslerSan Antonio, TxJul 1, 2022Jul 4, 2022
Marilou MoursundSan Antonio, TxJul 1, 2022Jul 1, 2022
Sarah Calvert DoerrSan Antonio, TxJul 1, 2022Jul 1, 2022
The rule
Registrations ended
Jul 1, 2022
Registered next
Jul 1, 2022 to Jul 4, 2022
Branch state
TX
Cities
1, most in San Antonio, Tx
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C••••••••• C•••••• M••••••••• L••Other teams into P•••• C•••••• F••••••••