DFX Intelligence
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Team lift-out
3 advisors left C••••• A•••••• N••••••• L•• for K••••••• F•••••••• S•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin N Sholin | Omaha, Ne | Jun 30, 2020 | Oct 22, 2020 |
| Nancy Jean Laug-Sholin | Omaha, Ne | Jun 30, 2020 | Jun 5, 2020 |
| Travis Lee Sholin | Omaha, Ne | Jun 30, 2020 | Jun 30, 2020 |
The rule
- Registrations ended
- Jun 30, 2020
- Registered next
- Jun 5, 2020 to Oct 22, 2020
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 419 (people still on IAPD; an estimate)
- Share of that headcount
- 0.7%
- Succession by the destination
- none on the tape