DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left S•••••• H•••• W••••• M••••••••• for W•••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Glenda Marie MolinaAustin, TxAug 17, 2023Jul 14, 2023
James Allen WernerAustin, TxAug 17, 2023Jul 14, 2023
Katia Muriel PalzaAustin, TxAug 17, 2023Jul 13, 2023
Thomas William BrownAustin, TxAug 17, 2023Jul 14, 2023
The rule
Registrations ended
Aug 17, 2023
Registered next
Jul 13, 2023 to Jul 14, 2023
Branch state
TX
Cities
1, most in Austin, 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
Other teams out of S•••••• H•••• W••••• M•••••••••Other teams into W•••••• A•••••••• L••