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
2 advisors left B••••• T••••••• W••••• for V•• C•••••• W••••• M••••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Wayne Willet | Bennet, Ne | Apr 15, 2025 | Feb 18, 2025 |
| Robert Kendall Hahn | Bennet, Ne | Apr 15, 2025 | Feb 18, 2025 |
The rule
- Registrations ended
- Apr 15, 2025
- Registered next
- Feb 18, 2025
- Branch state
- NE
- Cities
- 2, most in Bellevue, Ne
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape