DFX Intelligence
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Team lift-out
4 advisors left P•••••••• S••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kirstin J Ricketts | Omaha, Ne | Sep 29, 2023 | Oct 2, 2023 |
| Mindy Suzanne Helfrich | Omaha, Ne | Sep 29, 2023 | Sep 19, 2023 |
| Patrick Myron Ricketts | Omaha, Ne | Sep 29, 2023 | Sep 19, 2023 |
| Tricia Marie Seitelbach-Green | Omaha, Ne | Sep 29, 2023 | Sep 19, 2023 |
The rule
- Registrations ended
- Sep 29, 2023
- Registered next
- Sep 19, 2023 to Oct 2, 2023
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 1,131 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape