DFX Intelligence
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Team lift-out
2 advisors left S•••••• P•••••••• L•• for A•••••• S•••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Joseph Kathol | Omaha, Ne | Oct 22, 2024 | Oct 30, 2024 |
| Michael Patrick Nolan | Omaha, Ne | Oct 30, 2024 | Oct 16, 2024 |
The rule
- Registrations ended
- Oct 22, 2024 to Oct 30, 2024
- Registered next
- Oct 16, 2024 to Oct 30, 2024
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 61 (people still on IAPD; an estimate)
- Share of that headcount
- 3.3%
- Succession by the destination
- none on the tape