DFX Intelligence

RIA Intelligence

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Firm absorbed

16 advisors left S••••••• W••••• M••••••••• L•• for C•••••••

independent RIAtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Joseph HarvotDallas, TxOct 25, 2023Jun 23, 2023
Brandon Heath KershawDallas, TxOct 25, 2023Jun 23, 2023
Daniel Thomas DrakeDallas, TxOct 25, 2023Jun 29, 2023
Denise Renee RothermelDallas, TxOct 25, 2023Jun 29, 2023
Emily Sue CopelandDallas, TxOct 25, 2023Jun 28, 2023
Jessica Ashley Bourne MayoSan Antonio, TxOct 25, 2023Jun 23, 2023
Kelly Marie Hendrick PattilloDallas, TxOct 25, 2023Jun 29, 2023
Matthew Quinton HugginsSan Antonio, TxOct 25, 2023Jun 23, 2023
Michael Alan HorlickDallas, TxOct 25, 2023Jun 28, 2023
Philip Mark DebruynDallas, TxOct 25, 2023Jun 29, 2023
Ryan Randall GriffinSan Antonio, TxOct 25, 2023Jun 28, 2023
Shane Darren PriceDallas, TxOct 25, 2023Jun 29, 2023
Stephanie Marie Bishop SmithSan Antonio, TxOct 25, 2023Jun 28, 2023
Tara Minnich FuselierDallas, TxOct 25, 2023Jun 23, 2023
Taylor Joseph BillingsDallas, TxOct 25, 2023Jun 23, 2023
Thomas Samuel GileDallas, TxOct 25, 2023Jun 23, 2023
The rule
Registrations ended
Oct 25, 2023
Registered next
Jun 23, 2023 to Jun 29, 2023
Branch state
TX
Cities
2, most in Dallas, Tx
Registered there that day
19 (people still on IAPD; an estimate)
Share of that headcount
84%
Succession by the destination
none on the tape
Other teams out of S••••••• W••••• M••••••••• L••Other teams into C•••••••