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Firm absorbed

3 advisors left R•••••••• F•••••••• G•••• L•• for K••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Enrique TapiaAustin, TxApr 23, 2026Mar 27, 2026
John Michael CourvilleAustin, TxApr 23, 2026Apr 8, 2026
Mickey Shawn BryanAustin, TxApr 23, 2026Mar 26, 2026
The rule
Registrations ended
Apr 23, 2026
Registered next
Mar 26, 2026 to Apr 8, 2026
Branch state
TX
Cities
1, most in Austin, 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