DFX Intelligence
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Team lift-out
2 advisors left C••••• I••••••••• A••••••• L•• for K••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeannie Lynn Wallace | Boerne, Tx | Aug 25, 2026 | Aug 21, 2026 |
| Scott Michael Wallace | Boerne, Tx | Sep 4, 2026 | Aug 21, 2026 |
The rule
- Registrations ended
- Aug 25, 2026 to Sep 4, 2026
- Registered next
- Aug 21, 2026
- Branch state
- TX
- Cities
- 1, most in Boerne, Tx
- Registered there that day
- 10,412 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape