DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left V••••••••• F••••••••• L•• for M•••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Ryan McneilShavano Park, TxNov 22, 2024Sep 20, 2024
James Dustin JedrziewskiShavano Park, TxNov 22, 2024Sep 30, 2024
Jason Robert OdetteShavano Park, TxNov 22, 2024Sep 20, 2024
Kenneth Armistice MarriottShavano Park, TxNov 22, 2024Sep 20, 2024
The rule
Registrations ended
Nov 22, 2024
Registered next
Sep 20, 2024 to Sep 30, 2024
Branch state
TX
Cities
1, most in Shavano Park, Tx
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of V••••••••• F••••••••• L••Other teams into M•••••• W••••• M•••••••••