DFX Intelligence
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Team lift-out
2 advisors left S••••••••• A•••••• G••••• L•• for T•• W••••• C••••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Fred William Schellpeper | Omaha, Ne | Mar 30, 2022 | Apr 6, 2022 |
| Lindsay June Schellpeper | Omaha, Ne | Mar 30, 2022 | Apr 6, 2022 |
The rule
- Registrations ended
- Mar 30, 2022
- Registered next
- Apr 6, 2022
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- Succession by the destination
- none on the tape