DFX Intelligence
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Team lift-out
2 advisors left C•••••• S••••• • C••• I••• for E•••••••• W••••• A•••••••
national BDtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clayton Keyes | Westlake, Tx | Aug 12, 2025 | Aug 21, 2025 |
| Makayla Dawn Machacek | Westlake, Tx | Aug 22, 2025 | Aug 21, 2025 |
The rule
- Registrations ended
- Aug 12, 2025 to Aug 22, 2025
- Registered next
- Aug 21, 2025
- Branch state
- TX
- Cities
- 1, most in Westlake, Tx
- Registered there that day
- 5,792 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape