DFX Intelligence
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Firm absorbed
3 advisors left O•••••• C•••••• A•••••••• L•• for W••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jack W Luna | Coppell, Tx | Sep 10, 2026 | Sep 9, 2026 |
| James Patrick Gonzales | Coppell, Tx | Sep 10, 2026 | Sep 9, 2026 |
| John Christian Gesek | Coppell, Tx | Sep 10, 2026 | Sep 9, 2026 |
The rule
- Registrations ended
- Sep 10, 2026
- Registered next
- Sep 9, 2026
- Branch state
- TX
- Cities
- 1, most in Coppell, 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