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.
Firm absorbed
3 advisors left H•••• W••••• A•••••••• L•• for F•••• P••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Donald Dorn | Omaha, Ne | Feb 7, 2025 | Feb 10, 2025 |
| Matthew Walter Mcbride | Omaha, Ne | Feb 7, 2025 | Feb 10, 2025 |
| Richard Matthew Homan | Omaha, Ne | Feb 7, 2025 | Feb 4, 2025 |
The rule
- Registrations ended
- Feb 7, 2025
- Registered next
- Feb 4, 2025 to Feb 10, 2025
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape