DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left T•••• F•••••••• A••••••• for F••••••••• I••••••••• A••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Mario Ray BarreraSan Antonio, TxDec 22, 2024Jan 2, 2025
Tammie Michelle TirresSan Antonio, TxDec 22, 2024Jan 2, 2025
Wesley Hutchins ThomsSan Antonio, TxDec 22, 2024Jan 2, 2025
Yvette BarreraSan Antonio, TxDec 22, 2024Jan 14, 2025
Ian Adam BradleySan Antonio, TxDec 23, 2024Jan 2, 2025
The rule
Registrations ended
Dec 22, 2024 to Dec 23, 2024
Registered next
Jan 2, 2025 to Jan 14, 2025
Branch state
TX
Cities
2, most in San Antonio, Tx
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of T•••• F•••••••• A•••••••Other teams into F••••••••• I••••••••• A••••••• L••