DFX Intelligence

RIA Intelligence

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Firm absorbed

18 advisors left A••••• I••••••••• • A••••••• for C••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Brett Alan WilliamsHouston, TxJul 21, 2023May 2, 2023
Christopher David CarterHouston, TxJul 21, 2023May 18, 2023
Christopher M HalaskaHouston, TxJul 21, 2023May 2, 2023
Clayton Blake McwherterHouston, TxJul 21, 2023May 10, 2023
David John JesulaitisHouston, TxJul 21, 2023May 2, 2023
Dylan Chase McdowellHouston, TxJul 21, 2023May 2, 2023
Elizabeth PappasHouston, TxJul 21, 2023May 2, 2023
Gianna Elise NunnHouston, TxJul 21, 2023May 2, 2023
Graydon Douglas OliverHouston, TxJul 21, 2023May 2, 2023
Henry James LartigueHouston, TxJul 21, 2023May 18, 2023
Jason Noah DanzigerHouston, TxJul 21, 2023May 2, 2023
Jessica Feng Hui LimHouston, TxJul 21, 2023May 2, 2023
Joanna Johnson FetterHouston, TxJul 21, 2023May 2, 2023
John Terrance LytleHouston, TxJul 21, 2023May 2, 2023
Lauren Elizabeth PaineHouston, TxJul 21, 2023May 2, 2023
Ryan Wesley FletcherHouston, TxJul 21, 2023May 2, 2023
William Miles MarksHouston, TxJul 21, 2023May 2, 2023
Zachary David TurmanHouston, TxJul 21, 2023May 4, 2023
The rule
Registrations ended
Jul 21, 2023
Registered next
May 2, 2023 to May 18, 2023
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
18 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
a succession within a year (Oct 20, 2023), not necessarily this firm
Other teams out of A••••• I••••••••• • A•••••••Other teams into C••••••