DFX Intelligence
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Team lift-out
2 advisors left C•••••• A••••••• for L•••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marty Hodge | Omaha, Ne | Jan 16, 2026 | Jun 23, 2023 |
| Michael Christopher Croker | Omaha, Ne | Jan 16, 2026 | Jun 14, 2022 |
The rule
- Registrations ended
- Jan 16, 2026
- Registered next
- Jun 14, 2022 to Jun 23, 2023
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 655 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape