DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left D••• A••••••• S•••••••• L•• for R•••••• J•••• • A••••••••• I•••

independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Dan Christopher McphailDes Moines, IaAug 31, 2026Aug 31, 2026
David Charles HaasDes Moines, IaAug 31, 2026Aug 31, 2026
David Palmer LorbieckiDes Moines, IaAug 31, 2026Aug 31, 2026
Willis David GaerDes Moines, IaAug 31, 2026Aug 31, 2026
The rule
Registrations ended
Aug 31, 2026
Registered next
Aug 31, 2026
Branch state
IA
Cities
1, most in Des Moines, Ia
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
40%
Succession by the destination
none on the tape
Other teams out of D••• A••••••• S•••••••• L••Other teams into R•••••• J•••• • A••••••••• I•••