DFX Intelligence
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Firm absorbed
3 advisors left S•••••• F•••••••• S•••••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jake Kuharich | The Woodlands, Tx | Jul 1, 2024 | Jun 17, 2024 |
| Jose Eleazar Palafox | The Woodlands, Tx | Jul 1, 2024 | Jun 17, 2024 |
| William Gerald Friebel | The Woodlands, Tx | Jul 1, 2024 | Jun 26, 2024 |
The rule
- Registrations ended
- Jul 1, 2024
- Registered next
- Jun 17, 2024 to Jun 26, 2024
- Branch state
- TX
- Cities
- 1, most in The Woodlands, 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