DFX Intelligence
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Team lift-out
2 advisors left O•••• P•••••••• S••••••••• L•• for S•• I••••••••• M••••••••• C•••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Sep 1, 2022
- Registered next
- Oct 13, 2022 to Oct 27, 2022
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 148 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape