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Firm absorbed

3 advisors left A•••• W••••• A••••••• for C••••••••• W••••• M•••••••••

state registeredtostate registeredOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Kathryn Ann AllenColleyville, TxDec 31, 2025Nov 5, 2025
Monalynd YoungColleyville, TxDec 31, 2025Nov 5, 2025
Ross Benjamin MillerColleyville, TxDec 31, 2025Oct 6, 2025
The rule
Registrations ended
Dec 31, 2025
Registered next
Oct 6, 2025 to Nov 5, 2025
Branch state
TX
Cities
1, most in Colleyville, 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