DFX Intelligence
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Team lift-out
2 advisors left K••••••• I••••••••• C••••••• I••• for F••••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Darren C Obrecht | Omaha, Ne | Mar 30, 2020 | May 14, 2020 |
| Stephen Lee Olafson | Omaha, Ne | Mar 30, 2020 | May 14, 2020 |
The rule
- Registrations ended
- Mar 30, 2020
- Registered next
- May 14, 2020
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape