DFX Intelligence
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Team lift-out
2 advisors left D••• D••••••• • C•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jo Ann Kreitman | Lincoln, Ne | Jan 12, 2022 | Jan 19, 2022 |
| Robert Hugh Lau | Lincoln, Ne | Jan 12, 2022 | Jan 11, 2022 |
The rule
- Registrations ended
- Jan 12, 2022
- Registered next
- Jan 11, 2022 to Jan 19, 2022
- Branch state
- NE
- Cities
- 1, most in Lincoln, Ne
- Registered there that day
- 514 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape