DFX 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 R•• C•••••• M••••••• L•• for P•••••• W••••• A•••••••• I•••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy Daniel Mcewen | Lincoln, Ne | May 13, 2026 | May 4, 2026 |
| Brooke Ann Wimes | Lincoln, Ne | May 21, 2026 | May 4, 2026 |
| Jon Michael Mcgrew | Lincoln, Ne | May 21, 2026 | May 4, 2026 |
The rule
- Registrations ended
- May 13, 2026 to May 21, 2026
- Registered next
- May 4, 2026
- Branch state
- NE
- Cities
- 1, most in Lincoln, Ne
- Registered there that day
- 3,758 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape