DFX Intelligence
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Firm absorbed
3 advisors left T••••••• A•••••••• I••• for T•• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Austin Gentry Marrs | Houston, Tx | Feb 24, 2023 | Oct 3, 2022 |
| Crystal Allison Mckeon | Houston, Tx | Feb 24, 2023 | Oct 3, 2022 |
| Jonathan Harrison Swanburg | Houston, Tx | Feb 24, 2023 | Oct 3, 2022 |
The rule
- Registrations ended
- Feb 24, 2023
- Registered next
- Oct 3, 2022
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape