DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left H•••••• P•••• O••••• L•• for O•••• A•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Webster PierceCorpus Christi, TxApr 23, 2015Jun 8, 2011
Kimmie Jo Mathis-DoumisCorpus Christi, TxApr 23, 2015Mar 8, 2012
Thomas Milton CrainCorpus Christi, TxApr 23, 2015Mar 7, 2014
The rule
Registrations ended
Apr 23, 2015
Registered next
Jun 8, 2011 to Mar 7, 2014
Branch state
TX
Cities
1, most in Corpus Christi, Tx
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
60%
Succession by the destination
none on the tape
Other teams out of H•••••• P•••• O••••• L••Other teams into O•••• A•••••••• L••