DFX Intelligence
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Team lift-out
4 advisors left C•••••• S•••••• P••••••• for B••• C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Agustin Jay Molina | Omaha, Ne | Nov 12, 2019 | Jun 18, 2020 |
| Bradley James Kingsbury | Omaha, Ne | Nov 12, 2019 | Nov 18, 2019 |
| Gregory Allen Berstler | Lincoln, Ne | Nov 12, 2019 | Nov 18, 2019 |
| Michael John Herek | Omaha, Ne | Nov 12, 2019 | Dec 10, 2025 |
The rule
- Registrations ended
- Nov 12, 2019
- Registered next
- Nov 18, 2019 to Dec 10, 2025
- Branch state
- NE
- Cities
- 2, most in Omaha, Ne
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 21%
- Succession by the destination
- none on the tape