DFX Intelligence
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Firm absorbed
5 advisors left R• C•••••• L•• for A•••••• W••••• S••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Joseph Litts | Houston, Tx | Jul 28, 2023 | Jan 18, 2023 |
| Matthew L Lankford | Houston, Tx | Jul 28, 2023 | Jan 24, 2023 |
| Nicolas Johann Knapik | Houston, Tx | Jul 28, 2023 | Jan 19, 2023 |
| Taylor Kay Motsinger | Houston, Tx | Jul 28, 2023 | Jan 20, 2023 |
| Thomas Lawrence Brown | Houston, Tx | Jul 28, 2023 | Jan 19, 2023 |
The rule
- Registrations ended
- Jul 28, 2023
- Registered next
- Jan 18, 2023 to Jan 24, 2023
- Branch state
- TX
- Cities
- 1, most in Houston, Tx
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Jul 24, 2024), not necessarily this firm