DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jon Lee Schuetz | Omaha, Ne | Jun 30, 2025 | Jun 30, 2025 |
| Penny Kreikemeier | Omaha, Ne | Jun 30, 2025 | Jun 30, 2025 |
| Ryan Johnson | Omaha, Ne | Jun 30, 2025 | Jun 30, 2025 |
The rule
- Registrations ended
- Jun 30, 2025
- Registered next
- Jun 30, 2025
- Branch state
- NE
- Cities
- 1, most in Omaha, Ne
- Registered there that day
- 3,504 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape