DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for O•••• W•••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Erica Johnson | Waterloo, Ia | May 21, 2026 | May 14, 2026 |
| Isaiah James Mundell | Waterloo, Ia | May 21, 2026 | May 14, 2026 |
| Tyler Michael Johnson | Waterloo, Ia | May 21, 2026 | May 14, 2026 |
The rule
- Registrations ended
- May 21, 2026
- Registered next
- May 14, 2026
- Branch state
- IA
- Cities
- 1, most in Waterloo, Ia
- Registered there that day
- 3,826 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape