DFX Intelligence
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Firm absorbed
4 advisors left T•••••• W••••• M••••••••• G•••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Mark Trippon | Houston, Tx | Sep 1, 2026 | Jul 16, 2026 |
| Mitchell Craig | Houston, Tx | Sep 1, 2026 | Jul 16, 2026 |
| Travis Rhoad | Houston, Tx | Sep 1, 2026 | Jul 16, 2026 |
| Tyler Olson | Houston, Tx | Sep 1, 2026 | Jul 16, 2026 |
The rule
- Registrations ended
- Sep 1, 2026
- Registered next
- Jul 16, 2026
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape