DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left S•••••• A•••••• C•••••• M••••••••• L•• for E•••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Stephen SearsDallas, TxJun 9, 2026Jun 15, 2026
Carley Elizabeth BohnDallas, TxJun 9, 2026Jun 11, 2026
Jeffrey Alan FrittsDallas, TxJun 9, 2026Jun 15, 2026
Scott William PhillipsDallas, TxJun 9, 2026Jun 15, 2026
The rule
Registrations ended
Jun 9, 2026
Registered next
Jun 11, 2026 to Jun 15, 2026
Branch state
TX
Cities
1, most in Dallas, 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•••••• A•••••• C•••••• M••••••••• L••Other teams into E•••• A•••••••