DFX Intelligence

RIA Intelligence

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Firm absorbed

13 advisors left I••• W••••• P•••••••• L•• for I••• W••••• P•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Allison Kristine MckibbonHouston, TxAug 1, 2022Aug 1, 2022
Blake Andrew PratzHouston, TxAug 1, 2022Aug 2, 2022
Brando Palazzo-GiorgioHouston, TxAug 1, 2022Aug 2, 2022
Brooks Harper McgeeHouston, TxAug 1, 2022Aug 1, 2022
Daniel Ross SchmiederHouston, TxAug 1, 2022Aug 2, 2022
Jack Wayne WiesenHouston, TxAug 1, 2022Aug 1, 2022
James Alan PavlikHouston, TxAug 1, 2022Aug 1, 2022
Jennifer Marie MooreHouston, TxAug 1, 2022Aug 2, 2022
John Craig TaylorHouston, TxAug 1, 2022Aug 1, 2022
Mark Baker McadamsHouston, TxAug 1, 2022Aug 1, 2022
Michael Joseph CreganHouston, TxAug 1, 2022Aug 5, 2022
Ricardo MihalyHouston, TxAug 1, 2022Aug 1, 2022
Stephen Thomas SchwarzbachHouston, TxAug 1, 2022Aug 1, 2022
The rule
Registrations ended
Aug 1, 2022
Registered next
Aug 1, 2022 to Aug 5, 2022
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of I••• W••••• P•••••••• L••Other teams into I••• W••••• P•••••••