DFX Intelligence
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Firm absorbed
10 advisors left W•••••• • A••••••••• L•• for C•••••• B••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexa Verzosa Alcala | Memphis, Tn | Jul 16, 2026 | Jul 9, 2026 |
| Carol Lee Royer | Memphis, Tn | Jul 16, 2026 | Jul 9, 2026 |
| David Sewall Waddell | Memphis, Tn | Jul 16, 2026 | Jul 9, 2026 |
| Lukas Brian Hooper | Memphis, Tn | Jul 16, 2026 | Jul 19, 2026 |
| Matthew John Gentzkow | Memphis, Tn | Jul 16, 2026 | Jul 9, 2026 |
| Michael Bartlett | Memphis, Tn | Jul 16, 2026 | Jul 9, 2026 |
| Perry Jenkins Green | Memphis, Tn | Jul 16, 2026 | Jul 9, 2026 |
| Robert James Graham | Memphis, Tn | Jul 16, 2026 | Jul 9, 2026 |
| Sean Embry Gould | Memphis, Tn | Jul 16, 2026 | Jul 9, 2026 |
| Shelly Halford Baker | Memphis, Tn | Jul 16, 2026 | Jul 9, 2026 |
The rule
- Registrations ended
- Jul 16, 2026
- Registered next
- Jul 9, 2026 to Jul 19, 2026
- Branch state
- TN
- Cities
- 1, most in Memphis, Tn
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape