DFX Intelligence
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Firm absorbed
3 advisors left L••••• S••••••• • G••• A••••••• G•••• I•• for N•••••••• A•••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cathryn Grange | Austin, Tx | Nov 20, 2020 | Nov 23, 2020 |
| Hal Bleckley Dobbs | Austin, Tx | Nov 20, 2020 | Nov 23, 2020 |
| Megan Kelly Poore | Austin, Tx | Nov 20, 2020 | Nov 23, 2020 |
The rule
- Registrations ended
- Nov 20, 2020
- Registered next
- Nov 23, 2020
- Branch state
- TX
- Cities
- 1, most in Austin, Tx
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape