DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left W•• A•••••••• L• for A••••••

othertono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Patrick KellerDallas, TxSep 20, 2017Aug 4, 2017
James Michael MarsdenDallas, TxSep 20, 2017Aug 4, 2017
Kyle Douglas WaltersDallas, TxSep 20, 2017Aug 4, 2017
Philip Benson AtheyDallas, TxSep 20, 2017Aug 7, 2017
Scott Dale HammelDallas, TxSep 20, 2017Aug 4, 2017
Gregory Vincent MangelsdorfDallas, TxSep 21, 2017Aug 31, 2017
The rule
Registrations ended
Sep 20, 2017 to Sep 21, 2017
Registered next
Aug 4, 2017 to Aug 31, 2017
Branch state
TX
Cities
1, most in Dallas, Tx
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
55%
Succession by the destination
none on the tape
Other teams out of W•• A•••••••• L•Other teams into A••••••