DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for P••••••• F•••••••• S•••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Kristine Ochs | Boerne, Tx | Jul 27, 2026 | Jul 20, 2026 |
| Christopher Aaron Palmer | Boerne, Tx | Jul 30, 2026 | Jul 17, 2026 |
The rule
- Registrations ended
- Jul 27, 2026 to Jul 30, 2026
- Registered next
- Jul 17, 2026 to Jul 20, 2026
- Branch state
- TX
- Cities
- 1, most in Boerne, Tx
- Registered there that day
- 4,041 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape