DFX Intelligence
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Team lift-out
3 advisors left O•••• W•••••• I••• for F•••• F•••••••• C•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Charles Schauer | Buda, Tx | Jul 25, 2025 | Jul 22, 2025 |
| Becky Lynn Walker | Buda, Tx | Jul 25, 2025 | Jul 22, 2025 |
| Jamie Lanay Smith | Buda, Tx | Jul 25, 2025 | Jul 22, 2025 |
The rule
- Registrations ended
- Jul 25, 2025
- Registered next
- Jul 22, 2025
- Branch state
- TX
- Cities
- 1, most in Buda, Tx
- Registered there that day
- 7,835 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape