DFX Intelligence
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Firm absorbed
16 advisors left O•••• P•••••••• S••••••••• L•• for O•••• P•••••••• S••••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrea J Iseminger | Omaha, Ne | Dec 31, 2019 | Jan 17, 2020 |
| Ashley Constance Calabretto | Omaha, Ne | Dec 31, 2019 | Jan 23, 2020 |
| Benjamin Scott Stout | Omaha, Ne | Dec 31, 2019 | Feb 12, 2020 |
| Brian David Towner | Omaha, Ne | Dec 31, 2019 | Jan 23, 2020 |
| Bryan Daniel Gelster | Omaha, Ne | Dec 31, 2019 | Jan 27, 2020 |
| Caleb John Moyer | Omaha, Ne | Dec 31, 2019 | Jan 30, 2020 |
| Dawn Marie Batho | Omaha, Ne | Dec 31, 2019 | Jan 27, 2020 |
| Emily Lynn Gross | Omaha, Ne | Dec 31, 2019 | Jan 30, 2020 |
| Eric Clarke | Omaha, Ne | Dec 31, 2019 | Jan 13, 2020 |
| Jeovany E Zelaya | Omaha, Ne | Dec 31, 2019 | Jan 27, 2020 |
| Jesse David Bargstadt | Omaha, Ne | Dec 31, 2019 | Jan 30, 2020 |
| Kristopher Alan Heig | Omaha, Ne | Dec 31, 2019 | Jan 30, 2020 |
| Kyle Arthur Booras | Omaha, Ne | Dec 31, 2019 | Mar 13, 2019 |
| Kylee Marie Beach | Omaha, Ne | Dec 31, 2019 | Jan 13, 2020 |
| Natalie Jane Webert | Omaha, Ne | Dec 31, 2019 | Jan 16, 2020 |
| Sean Mccune Hollingshead | Omaha, Ne | Dec 31, 2019 | Jan 27, 2020 |
The rule
- Registrations ended
- Dec 31, 2019
- Registered next
- Mar 13, 2019 to Feb 12, 2020
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 30 (people still on IAPD; an estimate)
- Share of that headcount
- 53%
- Succession by the destination
- a succession within a year (Sep 3, 2019), not necessarily this firm