DFX Intelligence
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Team lift-out
2 advisors left P•••••••• A•••••• S••••••• for P•••••••• S••••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Taylor Helak | W Des Moines, Ia | Jun 30, 2026 | Jun 30, 2026 |
| David Andrew Wynstra | Waterloo, Ia | Jul 13, 2026 | Jul 8, 2026 |
The rule
- Registrations ended
- Jun 30, 2026 to Jul 13, 2026
- Registered next
- Jun 30, 2026 to Jul 8, 2026
- Branch state
- IA
- Cities
- 2, most in W Des Moines, Ia
- Registered there that day
- 215 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape