DFX Intelligence
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Team lift-out
2 advisors left I•••••••• A•••••••• L•• for O•••• W•••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Patrick Pearce | Urbandale, Ia | Jul 17, 2026 | Jul 21, 2026 |
| Trent Michael Pearce | Urbandale, Ia | Jul 17, 2026 | Jul 21, 2026 |
The rule
- Registrations ended
- Jul 17, 2026
- Registered next
- Jul 21, 2026
- Branch state
- IA
- Cities
- 1, most in Urbandale, Ia
- Registered there that day
- 354 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape