DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left G••••• W••••• A••••••• for M•••• F•••••••• A•••••••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Thomas MurphyMidland, TxJan 2, 2026Aug 16, 2025
Christopher Jon PowersSan Antonio, TxJan 2, 2026Aug 15, 2025
Kamryn Ann MarkusLewisville, TxJan 2, 2026Aug 15, 2025
Kris Tulane MaksimovichLewisville, TxJan 2, 2026Aug 16, 2025
Patrick Stephen BealeAngleton, TxJan 2, 2026Aug 15, 2025
Scott PortlockSan Antonio, TxJan 2, 2026Aug 15, 2025
The rule
Registrations ended
Jan 2, 2026
Registered next
Aug 15, 2025 to Aug 16, 2025
Branch state
TX
Cities
4, most in San Antonio, Tx
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape
Other teams out of G••••• W••••• A•••••••Other teams into M•••• F•••••••• A•••••••