DFX Intelligence
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Team lift-out
2 advisors left W••••••••• P••••••• for L•• F•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tod Michael Masin | Omaha, Ne | Sep 30, 2022 | Oct 3, 2022 |
| William Dean Misko | Omaha, Ne | Sep 30, 2022 | Oct 3, 2022 |
The rule
- Registrations ended
- Sep 30, 2022
- Registered next
- Oct 3, 2022
- Branch state
- NE
- Cities
- 2, most in Omaha, Ne
- Registered there that day
- 32 (people still on IAPD; an estimate)
- Share of that headcount
- 6.3%
- Succession by the destination
- none on the tape