DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left H•• I••••••••• A•••••••• I•• for H•• I••••••••• P•••••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Ryan TookerOmaha, NeMar 30, 2026Jan 6, 2026
Jeffrey Donald SharpOmaha, NeMar 30, 2026Jan 6, 2026
Josef Nazir GhaussyOmaha, NeMar 30, 2026Jan 6, 2026
Julia T RasellOmaha, NeMar 30, 2026Jan 26, 2026
Patrick Michael FayOmaha, NeMar 30, 2026Jan 6, 2026
Thomas John Von RiesenOmaha, NeMar 30, 2026Jan 28, 2026
The rule
Registrations ended
Mar 30, 2026
Registered next
Jan 6, 2026 to Jan 28, 2026
Branch state
NE
Cities
1, most in Omaha, Ne
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
88%
Succession by the destination
none on the tape
Other teams out of H•• I••••••••• A•••••••• I••Other teams into H•• I••••••••• P•••••••• L••