DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for E•• R•••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Carroll | Omaha, Ne | Aug 18, 2020 | Aug 19, 2020 |
| Jon Springer | Omaha, Ne | Aug 18, 2020 | Aug 19, 2020 |
The rule
- Registrations ended
- Aug 18, 2020
- Registered next
- Aug 19, 2020
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 9,490 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape