DFX Intelligence

RIA Intelligence

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Firm absorbed

14 advisors left S•••• T•••• M•••• M••••••••• L••• for C•••••••

independent RIAtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Bentley NapierAustin, TxDec 2, 2019Oct 14, 2019
Christian LedouxSan Antonio, TxDec 2, 2019Oct 7, 2019
Christina Kahn LecholopSan Antonio, TxDec 2, 2019Oct 7, 2019
David StixSan Antonio, TxDec 2, 2019Oct 1, 2019
David Wright MizeSan Antonio, TxDec 2, 2019Oct 2, 2019
Heather Ford CaussadeSan Antonio, TxDec 2, 2019Oct 3, 2019
Julia Yuryevna GavrilovSan Antonio, TxDec 2, 2019Oct 2, 2019
Leeann Thiessen IaconaSan Antonio, TxDec 2, 2019Oct 2, 2019
Lisa Kaye Ivie MillerSan Antonio, TxDec 2, 2019Oct 3, 2019
Mark Anthony SalazarSan Antonio, TxDec 2, 2019Oct 2, 2019
Mary Margaret Hartman HimeSan Antonio, TxDec 2, 2019Oct 7, 2019
Michelle Renae ScarverSan Antonio, TxDec 2, 2019Oct 2, 2019
Sherry Larae EgenolfSan Antonio, TxDec 2, 2019Oct 18, 2019
Vicki Elaine LoveSan Antonio, TxDec 2, 2019Oct 4, 2019
The rule
Registrations ended
Dec 2, 2019
Registered next
Oct 1, 2019 to Oct 18, 2019
Branch state
TX
Cities
2, most in San Antonio, Tx
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S•••• T•••• M•••• M••••••••• L•••Other teams into C•••••••