DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Channel change (one enterprise)
8 advisors moved from T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
independent RIAtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Scott Hargis | Omaha, Ne | Sep 7, 2023 | Feb 27, 2018 |
| Andrew John Van Surksum | Omaha, Ne | Sep 7, 2023 | Apr 1, 2019 |
| Cassandra Joan Mcpherson | Omaha, Ne | Sep 7, 2023 | Apr 9, 2021 |
| Colton John Dean | Omaha, Ne | Sep 7, 2023 | Jan 23, 2019 |
| David Sebastian Messina | Omaha, Ne | Sep 7, 2023 | Feb 27, 2018 |
| Joshua John Cantrell | Omaha, Ne | Sep 7, 2023 | Sep 8, 2021 |
| Mary Kathleen Rivas | Omaha, Ne | Sep 7, 2023 | Aug 6, 2019 |
| Timothy William Harrison Skillman | Omaha, Ne | Sep 7, 2023 | Jan 10, 2022 |
The rule
- Registrations ended
- Sep 7, 2023
- Registered next
- Feb 27, 2018 to Jan 10, 2022
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 741 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape