DFX Intelligence
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Firm absorbed
6 advisors left T••••••• C••••••• L•• for T••••••• A•••• M••••••••• L••
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Denton Prewett | Plano, Tx | Aug 8, 2023 | Apr 17, 2023 |
| Enrique Araiza | Dallas, Tx | Aug 8, 2023 | Apr 17, 2023 |
| Mark Koellner | Dallas, Tx | Aug 8, 2023 | Apr 17, 2023 |
| Randall Wayne Fowler | San Antonio, Tx | Aug 8, 2023 | Apr 17, 2023 |
| Richard Michael Judd | San Antonio, Tx | Aug 8, 2023 | Apr 17, 2023 |
| Roy Bryan Bly | San Antonio, Tx | Aug 8, 2023 | Sep 12, 2024 |
The rule
- Registrations ended
- Aug 8, 2023
- Registered next
- Apr 17, 2023 to Sep 12, 2024
- Branch state
- TX
- Cities
- 2, most in San Antonio, Tx
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 86%
- Succession by the destination
- none on the tape