DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left M•••••• I••••••••• C••••••••• L•• for M••••••
no RAUMtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Randal Ray Korth | Omaha, Ne | Dec 23, 2015 | Oct 27, 2017 |
| Travis James Portwood | Omaha, Ne | Dec 23, 2015 | Sep 30, 2016 |
The rule
- Registrations ended
- Dec 23, 2015
- Registered next
- Sep 30, 2016 to Oct 27, 2017
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape