DFX Intelligence
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Team lift-out
2 advisors left I•• A•••••••• I••• for V•••••• F••••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles M. Munsell | Spring Branch, Tx | Mar 17, 2026 | Mar 17, 2026 |
| Robert Lane Dahse | Buda, Tx | Mar 17, 2026 | Mar 23, 2026 |
The rule
- Registrations ended
- Mar 17, 2026
- Registered next
- Mar 17, 2026 to Mar 23, 2026
- Branch state
- TX
- Cities
- 2, most in Buda, Tx
- Registered there that day
- 29 (people still on IAPD; an estimate)
- Share of that headcount
- 6.9%
- Succession by the destination
- none on the tape