DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left S•••••• W••••• M••••••••• for M••••• G••••• A••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Douglass MatlockColleyville, TxOct 31, 2023Sep 13, 2024
Dustin Cane StiefelColleyville, TxOct 31, 2023Aug 11, 2023
Joseph Doyle McintoshColleyville, TxOct 31, 2023Aug 14, 2023
Ross Benjamin MillerColleyville, TxOct 31, 2023Aug 11, 2023
Vincent Edward HawkinsColleyville, TxOct 31, 2023Aug 17, 2023
The rule
Registrations ended
Oct 31, 2023
Registered next
Aug 11, 2023 to Sep 13, 2024
Branch state
TX
Cities
1, most in Colleyville, Tx
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S•••••• W••••• M•••••••••Other teams into M••••• G••••• A••••••• I•••