DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

4 advisors left G•••••• F•••••••• A•••••••• I••• for A••••••• F••••••••• L•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
David Ashley RaganDenton, TxJan 28, 2026Jan 15, 2026
Ricky Lee GrundenDenton, TxJan 28, 2026Jan 15, 2026
Robert William ThomasDenton, TxJan 28, 2026Jan 15, 2026
Susannah Marie ThomasDenton, TxJan 28, 2026Jan 15, 2026
The rule
Registrations ended
Jan 28, 2026
Registered next
Jan 15, 2026
Branch state
TX
Cities
1, most in Denton, Tx
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of G•••••• F•••••••• A•••••••• I•••Other teams into A••••••• F••••••••• L•••