DFX Intelligence
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Channel change (one enterprise)
2 advisors moved from T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Russell Grant Nieland | Omaha, Ne | Jan 11, 2018 | Apr 4, 2012 |
| Brian Miller | Omaha, Ne | Jan 24, 2018 | Jan 2, 2018 |
| Adam Loyd Musfeldt | Omaha, Ne | Feb 2, 2018 | Oct 16, 2014 |
The rule
- Registrations ended
- Jan 11, 2018 to Jan 24, 2018
- Registered next
- Apr 4, 2012 to Jan 2, 2018
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 1,172 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape