DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left D••••• I••••••••• S•••••••• I••• for P•••••• • T••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Dreher RobertsonSan Angelo, TxJun 17, 2025Mar 28, 2025
Flynn McnabbSan Angelo, TxJun 17, 2025Mar 28, 2025
Katy Lin TaylorSan Angelo, TxJun 17, 2025Mar 28, 2025
Rusty Joe TaylorSan Angelo, TxJun 17, 2025Mar 28, 2025
Spencer Judson PlagensSan Angelo, TxJun 17, 2025Mar 28, 2025
The rule
Registrations ended
Jun 17, 2025
Registered next
Mar 28, 2025
Branch state
TX
Cities
1, most in San Angelo, Tx
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of D••••• I••••••••• S•••••••• I•••Other teams into P•••••• • T••••• W••••• M•••••••••