DFX Intelligence
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Firm absorbed
4 advisors left E•••••• C•••••• M••••••••• for C•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Casey Adam Keller | Boerne, Tx | Dec 20, 2019 | Jun 4, 2019 |
| Karl Joseph Eggerss | Boerne, Tx | Dec 20, 2019 | Jun 7, 2019 |
| Shawn Trahill Morris | Boerne, Tx | Dec 20, 2019 | Jun 10, 2019 |
| Terry Lee Langston | Boerne, Tx | Dec 20, 2019 | Jun 7, 2019 |
The rule
- Registrations ended
- Dec 20, 2019
- Registered next
- Jun 4, 2019 to Jun 10, 2019
- Branch state
- TX
- Cities
- 1, most in Boerne, Tx
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape