DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for P•••••• W••••• A•••• M•••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Zachary Blackwell Ritchey | Omaha, Ne | Mar 16, 2023 | May 22, 2023 |
| Tyler Richard Schlumpf | Omaha, Ne | Mar 22, 2023 | May 24, 2023 |
The rule
- Registrations ended
- Mar 16, 2023 to Mar 22, 2023
- Registered next
- May 22, 2023 to May 24, 2023
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 13,759 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape