DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left U•• F•••••••• S••••••• I••• for R•• C•••••• M••••••• L••

wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy Marie McguireLincoln, NeJan 25, 2021Jan 14, 2021
Brian Joseph AdamsLincoln, NeJan 25, 2021Jan 14, 2021
Gregory Dale ErnstLincoln, NeJan 25, 2021Jan 14, 2021
Marnie StarkLincoln, NeJan 25, 2021Jan 21, 2021
Stephen A BurtLincoln, NeJan 25, 2021Jan 14, 2021
Todd Jason StarkLincoln, NeJan 25, 2021Jan 14, 2021
Trudy Renee SoperLincoln, NeJan 25, 2021Jan 21, 2021
The rule
Registrations ended
Jan 25, 2021
Registered next
Jan 14, 2021 to Jan 21, 2021
Branch state
NE
Cities
1, most in Lincoln, Ne
Registered there that day
7,812 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into R•• C•••••• M••••••• L••