DFX Intelligence
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Firm absorbed
15 advisors left S•••• A••••• F••••••••• L•• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Lott | Dallas, Tx | Jul 30, 2025 | Jul 7, 2025 |
| Dan C. Drummond | Dallas, Tx | Jul 30, 2025 | Jul 7, 2025 |
| David Camarillo | Dallas, Tx | Jul 30, 2025 | Jul 7, 2025 |
| Debra Faye Selvidge | Mckinney, Tx | Jul 30, 2025 | Jul 7, 2025 |
| John S Snider | Dallas, Tx | Jul 30, 2025 | Jul 8, 2025 |
| Roger Vincent Meadors | Dallas, Tx | Jul 30, 2025 | Jun 30, 2025 |
| Steven Wayne Anglin | Dallas, Tx | Jul 30, 2025 | Jul 8, 2025 |
| Tara Marie Williams | Dallas, Tx | Jul 30, 2025 | Jul 3, 2025 |
| Wayne Worthington | Dallas, Tx | Jul 30, 2025 | Jul 7, 2025 |
| Weston Alan Pollock | Dallas, Tx | Jul 30, 2025 | Jul 8, 2025 |
| William Pierce Glenn | Dallas, Tx | Jul 30, 2025 | Jul 9, 2025 |
| Brian Michael Bergman | Dallas, Tx | Aug 8, 2025 | Jul 12, 2025 |
| Casey J Vogel | Dallas, Tx | Aug 8, 2025 | Jul 7, 2025 |
| Erick Byrum Dahl | Dallas, Tx | Aug 8, 2025 | Jul 2, 2025 |
| Jeffrey Scott Dunn | Dallas, Tx | Aug 8, 2025 | Jul 2, 2025 |
The rule
- Registrations ended
- Jul 30, 2025 to Aug 8, 2025
- Registered next
- Jun 30, 2025 to Jul 12, 2025
- Branch state
- TX
- Cities
- 2, most in Dallas, Tx
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape