DFX Intelligence
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Team lift-out
2 advisors left P••••••• W••••• M••••••••• for R• W••••• M••••••••• P•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Carroll Peterson | Lincoln, Ne | Mar 31, 2026 | Dec 1, 2025 |
| Travis N Langemeier | Lincoln, Ne | Mar 31, 2026 | Dec 1, 2025 |
The rule
- Registrations ended
- Mar 31, 2026
- Registered next
- Dec 1, 2025
- Branch state
- NE
- Cities
- 1, most in Lincoln, Ne
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape