DFX Intelligence

RIA Intelligence

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Firm absorbed

12 advisors left P••••••• C•••••• A•••••••• I••• for T••••••• S••••••• A•••••••

mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Wade ChristensenOklahoma City, OkJun 28, 2024Jun 14, 2024
Cathey Elaine FisherOklahoma City, OkJun 28, 2024Jul 1, 2024
Damon Conor Page MoranOklahoma City, OkJun 28, 2024Jun 15, 2024
Eric Wayne DavisDuncan, OkJun 28, 2024Jun 15, 2024
Jean Swan HaasOklahoma City, OkJun 28, 2024Jun 15, 2024
Karen Le'Ellen CokerOklahoma City, OkJun 28, 2024Jul 2, 2024
Matthew M. RobersonOklahoma City, OkJun 28, 2024Jun 14, 2024
Patricia Marie BurrusOklahoma City, OkJun 28, 2024Jun 14, 2024
Tami Diane BeardenOklahoma City, OkJun 28, 2024Jun 14, 2024
Tania Lashae SmithOklahoma City, OkJun 28, 2024Jun 15, 2024
Wanda Jo RossOklahoma City, OkJun 28, 2024Jan 1, 2025
William John HughesOklahoma City, OkJun 28, 2024Jun 14, 2024
The rule
Registrations ended
Jun 28, 2024
Registered next
Jun 14, 2024 to Jan 1, 2025
Branch state
OK
Cities
2, most in Oklahoma City, Ok
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
92%
Succession by the destination
none on the tape
Other teams out of P••••••• C•••••• A•••••••• I•••Other teams into T••••••• S••••••• A•••••••