DFX Intelligence
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Firm absorbed
6 advisors left E•••••• W••••• P•••••••• L•• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arleth Yvonne Baird | The Woodlands, Tx | Mar 26, 2024 | Jan 18, 2024 |
| Austin Alan Douglas | The Woodlands, Tx | Mar 26, 2024 | Jan 18, 2024 |
| Brian Keith Jones | The Woodlands, Tx | Mar 26, 2024 | Jan 18, 2024 |
| Gregory Scott Parker | The Woodlands, Tx | Mar 26, 2024 | Jan 18, 2024 |
| Preston Joseph Baird | The Woodlands, Tx | Mar 26, 2024 | Jan 18, 2024 |
| Taylor Parker | The Woodlands, Tx | Mar 26, 2024 | Jan 18, 2024 |
The rule
- Registrations ended
- Mar 26, 2024
- Registered next
- Jan 18, 2024
- Branch state
- TX
- Cities
- 1, most in The Woodlands, Tx
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 86%
- Succession by the destination
- none on the tape