DFX Intelligence
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Channel change (one enterprise)
179 advisors moved from T• A••••••••• I••• to C•••••• S••••• • C••• I•••
Not a lift-out: both firms report The C•••••• S••••• Corporation as a 75%+ owner on Schedule A around the move, 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 RAUMtonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Rachel Lynne Thompson | Omaha, Ne | Sep 12, 2022 | Sep 8, 2022 |
| Andrew J Wagnaar | Omaha, Ne | Sep 15, 2022 | Apr 27, 2021 |
| Cicely Raechelle Jaubert | Omaha, Ne | Sep 19, 2022 | Jan 27, 2022 |
| Brandon Michael Traub Bailey | Omaha, Ne | Sep 26, 2022 | Sep 16, 2022 |
| Ramsey Abu-Shair | Omaha, Ne | Oct 4, 2022 | Jan 26, 2022 |
| Aaron Lin | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Adam Ming-Chang Liu | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Adam Roth Smolnycki | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Alex Joseph Kaminski | Omaha, Ne | Oct 14, 2022 | Aug 14, 2022 |
| Alexander C Otte | Omaha, Ne | Oct 14, 2022 | Oct 3, 2022 |
| Alexander Gregory Barbe | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Alexander Stephen Augustyn | Elkhorn, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Amanda Jeannette Spicka | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Amanda Louise Therkildson | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Amy Christine Schroeder | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Amy Rose Smith | Omaha, Ne | Oct 14, 2022 | Sep 30, 2022 |
| Andre Frederick Payson II | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Andrew John Van Surksum | Omaha, Ne | Oct 14, 2022 | Feb 4, 2022 |
| Andrew Scott Kroeger | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Andrew T Black | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Andri Anna Zamora | Omaha, Ne | Oct 14, 2022 | Aug 26, 2022 |
| Andy Wayne Allen | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Anthony Frank Mancino | Omaha, Ne | Oct 14, 2022 | Feb 18, 2022 |
| Anthony Ray Bazzini | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Anthony Richard Speth | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Barry Allen Linder | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Benjamin Andrew Hoffman | Omaha, Ne | Oct 14, 2022 | Sep 30, 2022 |
| Benjamin Patrick Wilson | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Benjamin R Cason | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Benjamin Webster Hoeffler | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Borui Zhang | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Brendan Robert Williams | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Brett Christopher Emsick | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Brett James Holley | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Brian Alan Schrader | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Brian Andrew Kooienga | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Brian David Feregrino | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Brian Patrick Ard | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Brian Patrick Mcginty | Omaha, Ne | Oct 14, 2022 | Jan 6, 2026 |
| Brian Thomas Attard | Omaha, Ne | Oct 14, 2022 | Feb 16, 2022 |
| Brianna K Chalek | Omaha, Ne | Oct 14, 2022 | Jul 1, 2022 |
| Bryan Joseph Bender | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Casey Lee Comstock | Omaha, Ne | Oct 14, 2022 | Sep 30, 2022 |
| Cassandra Joan Mcpherson | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Celena S Pawling | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Chad K Spady | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Charles Anthony Marino | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Chirag D Shah | Omaha, Ne | Oct 14, 2022 | Mar 22, 2022 |
| Christopher August Blue | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Christopher Emil Carroll | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Christopher J Krueger | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Christopher Richard Horst | Omaha, Ne | Oct 14, 2022 | Sep 30, 2022 |
| Clarise R Vennitti | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Cody James Seger | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Collin Andrew O'Connor | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Colton John Dean | Omaha, Ne | Oct 14, 2022 | Aug 11, 2023 |
| Cortny Rose Tyler | Omaha, Ne | Oct 14, 2022 | Aug 5, 2022 |
| Cote Alan Mangel | Omaha, Ne | Oct 14, 2022 | Feb 8, 2022 |
| Currim Valliani | Omaha, Ne | Oct 14, 2022 | May 24, 2022 |
| Dalton Jon Meckna | Omaha, Ne | Oct 14, 2022 | Aug 2, 2022 |
| Daniel H Pak | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Daniel Thomas Kriz | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| David Sebastian Messina | Omaha, Ne | Oct 14, 2022 | Mar 24, 2022 |
| David Stephen Ziffer | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| David Todd Dalrymple | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Denis Plunkett Mcgroddy | Omaha, Ne | Oct 14, 2022 | Jan 30, 2022 |
| Dennis M Seeley | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Desere Venette Johns | Omaha, Ne | Oct 14, 2022 | Jul 2, 2021 |
| Drew Davis | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Dustin Nicholas French | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Edmund Louis Dlugensky | Omaha, Ne | Oct 14, 2022 | Jan 13, 2022 |
| Elizabeth Patricia Goldsworthy | Omaha, Ne | Oct 14, 2022 | Oct 7, 2022 |
| Emily Greitens | Omaha, Ne | Oct 14, 2022 | Sep 30, 2022 |
| Eric Allen Ward | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Eric John Olsen | Omaha, Ne | Oct 14, 2022 | Mar 17, 2022 |
| Eugene Howard Engholm | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Eve Wood | Omaha, Ne | Oct 14, 2022 | Sep 15, 2021 |
| Garrett V Ogaz | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Geoffrey Thomas Wendover | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Gregory Newlin | Omaha, Ne | Oct 14, 2022 | Sep 9, 2022 |
| Gregory Vincent Gangitano | Omaha, Ne | Oct 14, 2022 | Jan 30, 2022 |
| Heather Marie Terry | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Ian James Davison | Omaha, Ne | Oct 14, 2022 | Jan 25, 2022 |
| Jack Capewell Lind | Omaha, Ne | Oct 14, 2022 | Feb 22, 2022 |
| Jack Ji Kit Chau | Omaha, Ne | Oct 14, 2022 | Jan 31, 2022 |
| Jack Thomas Boyd Lemke | Omaha, Ne | Oct 14, 2022 | Aug 12, 2022 |
| Jacob Daniels | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Jacob Garrison Shimerdla | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Jada Symone Woolridge | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Jared Thomas Richardson | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Jason Dee Marr | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Jason Dolph Page | Omaha, Ne | Oct 14, 2022 | Sep 30, 2022 |
| Jason John Weyforth | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Jason Michael Bequette | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Jason Paul Gomolla | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Jeffrey A Granneman | Omaha, Ne | Oct 14, 2022 | Feb 22, 2022 |
| Jeffrey W Tipton | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Jeremy Essary | Omaha, Ne | Oct 14, 2022 | Jun 6, 2022 |
| Jeremy Z Hennigh | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Jerod James Madden | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| John Austin Pitschka | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| John Jay Ehlers | Omaha, Ne | Oct 14, 2022 | Jul 28, 2021 |
| John Mills | Omaha, Ne | Oct 14, 2022 | Feb 8, 2022 |
| John Paul Digamon | Omaha, Ne | Oct 14, 2022 | Feb 16, 2022 |
| Jonathan Shane Gredy | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Joseph William Lane | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Joshua James Nelson | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Joshua James Pella | Omaha, Ne | Oct 14, 2022 | Sep 15, 2022 |
| Joshua John Cantrell | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Joshua Michael Kanoy | Omaha, Ne | Oct 14, 2022 | May 27, 2022 |
| Justin Curtis Braun | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Karen Lynn Stevison | Omaha, Ne | Oct 14, 2022 | May 25, 2023 |
| Keith Daniel Kisby | Omaha, Ne | Oct 14, 2022 | Sep 15, 2022 |
| Kevin Findlay | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Kimberly Marie Higgins | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Kira Marie Will | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Komlan Makponope Dagnon | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Landon Dean Temple | Omaha, Ne | Oct 14, 2022 | Feb 4, 2022 |
| Lee Samuel Fine | Omaha, Ne | Oct 14, 2022 | Feb 8, 2022 |
| Lindsey M Payne | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Marc Ryan Rupnow | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Marius Morico Mapp | Omaha, Ne | Oct 14, 2022 | Feb 8, 2022 |
| Mark Aaron Kangas | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Mark Gregory Coury | Omaha, Ne | Oct 14, 2022 | Oct 7, 2022 |
| Mark Jacob Stavneak | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Mary Kathleen Rivas | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Matthew John Stack | Omaha, Ne | Oct 14, 2022 | Mar 17, 2022 |
| Matthew Stephen King | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Matthew Thomas Ronco | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Meaghan Eileen Kruse | Omaha, Ne | Oct 14, 2022 | Dec 15, 2022 |
| Melanie Ann Henrich | Omaha, Ne | Oct 14, 2022 | Feb 10, 2022 |
| Melissa Leah Weeks-Billeg | Omaha, Ne | Oct 14, 2022 | Aug 2, 2024 |
| Michael Chingyuan Chen | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Michael D Whylie | Omaha, Ne | Oct 14, 2022 | Feb 8, 2022 |
| Michael James Mcevers | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Michael Lap-Yan Cheung | Omaha, Ne | Oct 14, 2022 | Nov 23, 2025 |
| Morgan A Traylor | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Nathan Robert Schroeder | Omaha, Ne | Oct 14, 2022 | Mar 9, 2022 |
| Nathanael Frank Allen | Omaha, Ne | Oct 14, 2022 | Aug 29, 2022 |
| Nicholas Karl Hartung | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Nicholas Steven Withington | Omaha, Ne | Oct 14, 2022 | Jan 25, 2022 |
| Nickolas James Degarmo | Omaha, Ne | Oct 14, 2022 | May 24, 2022 |
| Nicole Ebbesmier | Omaha, Ne | Oct 14, 2022 | Aug 12, 2022 |
| Noah Benjamin Winstead | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Patrick Aloysius White | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Paul Anthony Bradford | Omaha, Ne | Oct 14, 2022 | Sep 30, 2022 |
| Paul Edward Blaney | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Paul Urquidez Dominguez | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Peter David Gold | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Phillip E Pogue | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Quan Wei Lee | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Rebecca Joy Swanson | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Richard Daniel Scarpitti | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Ricky Ken Hu | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Robert A Fretto | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Robert Anthony Marmo | Omaha, Ne | Oct 14, 2022 | Sep 30, 2022 |
| Robert William Morrissey | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Ryan Cory Adams | Omaha, Ne | Oct 14, 2022 | Feb 8, 2022 |
| Ryan Federico | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Ryan Scott Schroeder | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Ryan Scott Vernon | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Sandeep Dutta | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Scot Nelson Wade | Omaha, Ne | Oct 14, 2022 | Apr 25, 2025 |
| Sergio Hugo Guzman | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Shannon Rae Gohr | Omaha, Ne | Oct 14, 2022 | Sep 27, 2022 |
| Spencer O Southwell | Omaha, Ne | Oct 14, 2022 | Oct 4, 2022 |
| Stephanie Bolter | Omaha, Ne | Oct 14, 2022 | Oct 11, 2022 |
| Stephen Barry Thompson | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Stephen Craig Kucharski | Omaha, Ne | Oct 14, 2022 | Jan 25, 2022 |
| Stephen James Crook | Omaha, Ne | Oct 14, 2022 | Oct 6, 2022 |
| Stephen Thomas Harley | Omaha, Ne | Oct 14, 2022 | Dec 5, 2022 |
| Steve M Adams | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Taylor Lee Poland | Lincoln, Ne | Oct 14, 2022 | Aug 31, 2022 |
| Terrence Clayne Jones | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Thomas James Kenny | Omaha, Ne | Oct 14, 2022 | Oct 5, 2022 |
| Thomas Joseph Duclos | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
| Timothy William Harrison Skillman | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| Wendy Kay Connealy | Omaha, Ne | Oct 14, 2022 | Jan 27, 2022 |
| William Perry Marshall | Omaha, Ne | Oct 14, 2022 | Jan 26, 2022 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Sep 12, 2022 to Oct 14, 2022
- Registered next
- Apr 27, 2021 to Jan 6, 2026
- Branch state
- NE
- Cities
- 3, most in Omaha, Ne
- Registered there that day
- 1,236 (people still on IAPD; an estimate)
- Share of that headcount
- 14%
- One enterprise because
- both firms report The C•••••• S••••• Corporation as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape