DFX Intelligence
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Team lift-out
2 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for R••••• F••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessica Claire Dillon | Grinnell, Ia | Jan 7, 2026 | Jan 2, 2026 |
| Paige Linna Carlson | Marengo, Ia | Jan 7, 2026 | Jan 2, 2026 |
The rule
- Registrations ended
- Jan 7, 2026
- Registered next
- Jan 2, 2026
- Branch state
- IA
- Cities
- 2, most in Grinnell, Ia
- Registered there that day
- 3,844 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape