DFX Intelligence
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Firm absorbed
3 advisors left L••••• A•••• M••••••••• I••• for O•••••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adriana Sanchez De Tagle Elwood | Houston, Tx | Aug 28, 2024 | Feb 21, 2024 |
| Christina Lynn Allen | Houston, Tx | Aug 28, 2024 | Feb 23, 2024 |
| Joseph Richard Birkofer | Houston, Tx | Aug 28, 2024 | Mar 4, 2024 |
The rule
- Registrations ended
- Aug 28, 2024
- Registered next
- Feb 21, 2024 to Mar 4, 2024
- Branch state
- TX
- Cities
- 1, most in Houston, 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