DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left S•••••• G•••• F•••••••• S•••••••• L•• for W••••• W•••• A•••••••• I••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Benton Jackson RandleAustin, TxDec 31, 2020Oct 28, 2020
Cash Evan MatthewsAustin, TxDec 31, 2020Oct 16, 2020
Marc Andrew CarlsonAustin, TxDec 31, 2020Oct 28, 2020
The rule
Registrations ended
Dec 31, 2020
Registered next
Oct 16, 2020 to Oct 28, 2020
Branch state
TX
Cities
1, most in Austin, Tx
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S•••••• G•••• F•••••••• S•••••••• L••Other teams into W••••• W•••• A•••••••• I••