DFX Intelligence
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Team lift-out
3 advisors left E•• R•••• W••••• M••••••••• L•• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Carroll | Omaha, Ne | Feb 16, 2024 | Feb 16, 2024 |
| Jon Springer | Omaha, Ne | Feb 16, 2024 | Feb 16, 2024 |
| Sherry Lynn Tomasello | Omaha, Ne | Feb 16, 2024 | Jan 28, 2026 |
The rule
- Registrations ended
- Feb 16, 2024
- Registered next
- Feb 16, 2024 to Jan 28, 2026
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape