DFX Intelligence
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Firm absorbed
4 advisors left J•••••• H••• C•••••• P•••••••• L•• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Channing Stice Smith | Tulsa, Ok | Jun 8, 2026 | Jun 5, 2026 |
| John Joseph Hastings | Tulsa, Ok | Jun 8, 2026 | Jun 5, 2026 |
| Jordan Taylor Hunt | Tulsa, Ok | Jun 8, 2026 | Jun 5, 2026 |
| Philip Robert Houchin | Tulsa, Ok | Jun 8, 2026 | Jun 5, 2026 |
The rule
- Registrations ended
- Jun 8, 2026
- Registered next
- Jun 5, 2026
- Branch state
- OK
- Cities
- 1, most in Tulsa, Ok
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape