DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left L•••• C•••••• M••••••••• L•• for M•••••• W••••• M••••••••• L•

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Donald Wayne RobertsHouston, TxMar 11, 2025Jan 28, 2025
Paige Pickar GuinnHouston, TxMar 11, 2025Jan 28, 2025
Thomas Howard WhitbyHouston, TxMar 11, 2025Jan 28, 2025
The rule
Registrations ended
Mar 11, 2025
Registered next
Jan 28, 2025
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of L•••• C•••••• M••••••••• L••Other teams into M•••••• W••••• M••••••••• L•