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
5 advisors left S•••••• N••••••• • C••••••• I••••••••• for N•••••• A•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Loy Uriah Olson | Lincoln, Ne | Jul 24, 2025 | Jul 21, 2025 |
| Kasey Jae Hosack | Lincoln, Ne | Jul 29, 2025 | Jul 30, 2025 |
| Michael David Todd | Lincoln, Ne | Jul 29, 2025 | Jul 21, 2025 |
| Mitchell J Bergen | Lincoln, Ne | Jul 29, 2025 | Jul 21, 2025 |
| Morgan B Heyen | Lincoln, Ne | Jul 29, 2025 | Jul 30, 2025 |
The rule
- Registrations ended
- Jul 24, 2025 to Jul 29, 2025
- Registered next
- Jul 21, 2025 to Jul 30, 2025
- Branch state
- NE
- Cities
- 1, most in Lincoln, Ne
- Registered there that day
- 3,217 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape