DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left A•• F•••••••• A•••••••• L•• for A•• W••••• M•••••••••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
David James BullAustin, TxApr 30, 2023Mar 23, 2022
Jonathan Joseph BilliotAustin, TxApr 30, 2023Mar 23, 2022
Matthew Wayne GoffAustin, TxApr 30, 2023Mar 23, 2022
The rule
Registrations ended
Apr 30, 2023
Registered next
Mar 23, 2022
Branch state
TX
Cities
1, most in Austin, 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
Other teams out of A•• F•••••••• A•••••••• L••Other teams into A•• W••••• M•••••••••