DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

3 advisors left N••••••••• M••••• I••••••••• S••••••••• for C••••••••• F•••••••• N••••••

no RAUMtonational BDOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
James T WapelhorstPierce, NeDec 4, 2018Dec 6, 2018
Jesse Thomas HinrichsNorfolk, NeDec 4, 2018Dec 6, 2018
Kyle S FuchtmanOmaha, NeDec 4, 2018Dec 4, 2018
The rule
Registrations ended
Dec 4, 2018
Registered next
Dec 4, 2018 to Dec 6, 2018
Branch state
NE
Cities
3, most in Norfolk, Ne
Registered there that day
1,603 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of N••••••••• M••••• I••••••••• S•••••••••Other teams into C••••••••• F•••••••• N••••••