DFX Intelligence
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Firm absorbed
7 advisors left K•••••• A••••••• for C••••• P••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hunter Paul Haley | Fort Worth, Tx | Apr 1, 2019 | Apr 2, 2019 |
| Nicholas L Gerber | Fort Worth, Tx | Apr 1, 2019 | Apr 2, 2019 |
| Peter Martin | Fort Worth, Tx | Apr 1, 2019 | Apr 2, 2019 |
| Thomas Henry Richardson | Fort Worth, Tx | Apr 1, 2019 | Apr 2, 2019 |
| Jeffrey Charles Paladini | Fort Worth, Tx | Apr 2, 2019 | Apr 1, 2019 |
| Mark Allen Wakeley | Colleyville, Tx | Apr 2, 2019 | Apr 1, 2019 |
| Thomas Arthur Karsten | Fort Worth, Tx | Apr 2, 2019 | Apr 1, 2019 |
The rule
- Registrations ended
- Apr 1, 2019 to Apr 2, 2019
- Registered next
- Apr 1, 2019 to Apr 2, 2019
- Branch state
- TX
- Cities
- 2, most in Fort Worth, Tx
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 88%
- Succession by the destination
- none on the tape