DFX Intelligence
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Firm absorbed
3 advisors left Q•••••• C••••••• L•• for I••••••••• C••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Coleman Bryant Conkling | Houston, Tx | Dec 1, 2020 | Mar 2, 2020 |
| Juan Carlos Herrera | Houston, Tx | Dec 1, 2020 | Mar 2, 2020 |
| Julio Armando Cacho-Diaz | Houston, Tx | Dec 1, 2020 | Mar 2, 2020 |
The rule
- Registrations ended
- Dec 1, 2020
- Registered next
- Mar 2, 2020
- Branch state
- TX
- Cities
- 1, most in Houston, 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