DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left Q•••• C•••••• M••••••••• I••• for M••••• G••••• A••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher S YoungDallas, TxMar 22, 2022Dec 21, 2021
Clayton R EvansDallas, TxMar 22, 2022Nov 8, 2021
Dorothy C ThomasDallas, TxMar 22, 2022Nov 22, 2021
Jacqueline Schlup DanielsDallas, TxMar 22, 2022Nov 9, 2021
Kalita B BlessingDallas, TxMar 22, 2022Nov 23, 2021
Larry C FergusonDallas, TxMar 22, 2022Nov 22, 2021
Robert A CoxDallas, TxMar 22, 2022Nov 19, 2021
Tiffany D GarzaDallas, TxMar 22, 2022Nov 2, 2021
The rule
Registrations ended
Mar 22, 2022
Registered next
Nov 2, 2021 to Dec 21, 2021
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of Q•••• C•••••• M••••••••• I•••Other teams into M••••• G••••• A••••••• I•••