DFX Intelligence

RIA Intelligence

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Firm absorbed

16 advisors left H•••••••• P•••••• C••••• for H•••••••• A•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexandra Mcmaken KantalisHouston, TxDec 31, 2018Sep 3, 2019
Amy Renee Cousin-LancasterHouston, TxDec 31, 2018Nov 29, 2018
Brian Wayne JoinerHouston, TxDec 31, 2018Nov 29, 2018
Craig Chambers DawsonHouston, TxDec 31, 2018Nov 29, 2018
Fred Leckie WilliamsHouston, TxDec 31, 2018Nov 29, 2018
Heinrich GroblerHouston, TxDec 31, 2018Nov 29, 2018
J Matthew NewtownHouston, TxDec 31, 2018Nov 29, 2018
James Griffin McginnessHouston, TxDec 31, 2018Nov 29, 2018
James Michael MaidaHouston, TxDec 31, 2018Sep 3, 2019
Jeiccy James HakimHouston, TxDec 31, 2018Nov 29, 2018
John Coleman DawsonHouston, TxDec 31, 2018Dec 6, 2018
Michael Karl MithoffHouston, TxDec 31, 2018Nov 29, 2018
Shelby Elizabeth SouleHouston, TxDec 31, 2018Nov 29, 2018
Stephen Dewalch StrakeHouston, TxDec 31, 2018Nov 29, 2018
Timothy Michael ConwayHouston, TxDec 31, 2018Nov 29, 2018
William Scott HillHouston, TxDec 31, 2018Nov 29, 2018
The rule
Registrations ended
Dec 31, 2018
Registered next
Nov 29, 2018 to Sep 3, 2019
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of H•••••••• P•••••• C•••••Other teams into H•••••••• A•••••••• L••