DFX Intelligence
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Team lift-out
2 advisors left W••••••••• P••••••• for W•••• F•••••••• P•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Mar 1, 2024
- Registered next
- Feb 27, 2024 to Feb 29, 2024
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 28 (people still on IAPD; an estimate)
- Share of that headcount
- 7.1%
- Succession by the destination
- none on the tape