DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for F•••• N••••••• A•••••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Craig Michael Sall | Omaha, Ne | Apr 20, 2022 | Jan 10, 2023 |
| Laura Beth O'Connor | Omaha, Ne | Apr 20, 2022 | Aug 26, 2022 |
The rule
- Registrations ended
- Apr 20, 2022
- Registered next
- Aug 26, 2022 to Jan 10, 2023
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 5,107 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape