DFX Intelligence
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Firm absorbed
16 advisors left C••••••• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barron Dean Beal | Dallas, Tx | Nov 24, 2021 | Oct 11, 2021 |
| Casey Adam Keller | Boerne, Tx | Nov 24, 2021 | Oct 11, 2021 |
| David Richard Wallace | San Antonio, Tx | Nov 24, 2021 | Oct 11, 2021 |
| David Sutherland Akright | San Antonio, Tx | Nov 24, 2021 | Oct 11, 2021 |
| George Venegas Pedraza | San Antonio, Tx | Nov 24, 2021 | Oct 11, 2021 |
| Jacky Phan | San Antonio, Tx | Nov 24, 2021 | Nov 8, 2021 |
| John Duggan Eadie | San Antonio, Tx | Nov 24, 2021 | Oct 11, 2021 |
| John Glenn Keeton | San Antonio, Tx | Nov 24, 2021 | Oct 11, 2021 |
| Justin Joseph Pawl | San Antonio, Tx | Nov 24, 2021 | Oct 11, 2021 |
| Karl Joseph Eggerss | Boerne, Tx | Nov 24, 2021 | Oct 18, 2021 |
| Mark R Nokyos | Dallas, Tx | Nov 24, 2021 | Oct 11, 2021 |
| Raquel Renfro Lopez | Helotes, Tx | Nov 24, 2021 | Oct 11, 2021 |
| Samuel Howard Dreibelbis | Austin, Tx | Nov 24, 2021 | Oct 11, 2021 |
| Shawn Trahill Morris | Boerne, Tx | Nov 24, 2021 | Oct 11, 2021 |
| Thomas Howard Oliphint | San Antonio, Tx | Nov 24, 2021 | Oct 18, 2021 |
| Trevor Clarke Mansour | San Antonio, Tx | Nov 24, 2021 | Oct 14, 2021 |
The rule
- Registrations ended
- Nov 24, 2021
- Registered next
- Oct 11, 2021 to Nov 8, 2021
- Branch state
- TX
- Cities
- 5, most in San Antonio, Tx
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 94%
- Succession by the destination
- none on the tape