DFX Intelligence
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Firm absorbed
3 advisors left B••••••• • B••••• A•••••••• L•• for P•••••• C•••••• M••••••••• G••••• L••
mixed wealthtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rachel Anne Keiser | Dallas, Tx | Nov 12, 2024 | Nov 15, 2024 |
| Tyler Lauren Dodd | Fort Worth, Tx | Nov 12, 2024 | Nov 15, 2024 |
| James Edward Braden | Dallas, Tx | Nov 14, 2024 | Nov 15, 2024 |
The rule
- Registrations ended
- Nov 12, 2024 to Nov 14, 2024
- Registered next
- Nov 15, 2024
- Branch state
- TX
- Cities
- 2, most in Dallas, 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