DFX Intelligence
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Firm absorbed
9 advisors left T•••••••• L•• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Jayson Kratz | Memphis, Tn | Mar 9, 2023 | Mar 2, 2023 |
| Brandy Leann Wagner | Memphis, Tn | Mar 9, 2023 | Mar 2, 2023 |
| Eugene Marcus Gard | Memphis, Tn | Mar 9, 2023 | May 9, 2023 |
| Jamie H. Baccus | Memphis, Tn | Mar 9, 2023 | Jan 21, 2026 |
| Michael Andrew Shaul | Memphis, Tn | Mar 9, 2023 | Mar 7, 2023 |
| Michael Cameron Shaul | Memphis, Tn | Mar 9, 2023 | Mar 7, 2023 |
| Owen Alexander Keith | Memphis, Tn | Mar 9, 2023 | Mar 2, 2023 |
| Robert Glenn Dingler | Memphis, Tn | Mar 9, 2023 | Mar 7, 2023 |
| Sahil Sury | Memphis, Tn | Mar 9, 2023 | Mar 7, 2023 |
The rule
- Registrations ended
- Mar 9, 2023
- Registered next
- Mar 2, 2023 to Jan 21, 2026
- Branch state
- TN
- Cities
- 1, most in Memphis, Tn
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape