DFX Intelligence
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Team lift-out
2 advisors left R••••• W• B•••• • C•• I••••••••• for L•• F•••••••• L••
mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Michael Narmi | Elkhorn, Ne | May 20, 2025 | May 14, 2025 |
| Scott Robert Greenlee | Elkhorn, Ne | May 20, 2025 | May 14, 2025 |
The rule
- Registrations ended
- May 20, 2025
- Registered next
- May 14, 2025
- Branch state
- NE
- Cities
- 1, most in Elkhorn, Ne
- Registered there that day
- 2,396 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape