DFX Intelligence

RIA Intelligence

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Firm absorbed

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

no RAUMtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alex James WagnerAustin, TxFeb 18, 2026Jan 6, 2026
Alison Fields CassorlaAustin, TxFeb 18, 2026Jan 6, 2026
Alyssa SternadelAustin, TxFeb 18, 2026Jan 6, 2026
Dan KrausAustin, TxFeb 18, 2026Jan 7, 2026
Dimitrian Patrick JimenezAustin, TxFeb 18, 2026Jan 6, 2026
Hayley Elizabeth SwaimAustin, TxFeb 18, 2026Jan 6, 2026
Kenneth Paul DalyAustin, TxFeb 18, 2026Jan 6, 2026
Kevin Edward WeaverAustin, TxFeb 18, 2026Jan 7, 2026
Kieu Lê TurkAustin, TxFeb 18, 2026Jan 6, 2026
Kyle Patrick CookAustin, TxFeb 18, 2026Jan 6, 2026
Noe LopezAustin, TxFeb 18, 2026Jan 6, 2026
Phimporn TobchanAustin, TxFeb 18, 2026Jan 6, 2026
Reagan Dean StephensonAustin, TxFeb 18, 2026Jan 6, 2026
Ryan McconeghyAustin, TxFeb 18, 2026Jan 6, 2026
Sarah Ruth McnuttAustin, TxFeb 18, 2026Jan 6, 2026
Sujatha ThedduAustin, TxFeb 18, 2026Jan 6, 2026
Taynia Salafai VakapunaAustin, TxFeb 18, 2026Jan 6, 2026
The rule
Registrations ended
Feb 18, 2026
Registered next
Jan 6, 2026 to Jan 7, 2026
Branch state
TX
Cities
1, most in A•••••, Tx
Registered there that day
18 (people still on IAPD; an estimate)
Share of that headcount
89%
Succession by the destination
none on the tape
Other teams out of A••••• P•••••• W•••••• L••Other teams into C••••• P••••••• L••