DFX Intelligence
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Team lift-out
2 advisors left P••• A• W•••••• L•• for 4•• F••••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Duraine Classen | Lincoln, Ne | Jul 8, 2024 | Jul 9, 2024 |
| Joseph Fowler | Lincoln, Ne | Jul 8, 2024 | Jul 9, 2024 |
The rule
- Registrations ended
- Jul 8, 2024
- Registered next
- Jul 9, 2024
- Branch state
- NE
- Cities
- 1, most in Lincoln, Ne
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape