DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left A••••••••• F•••••••• S•••••••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
John Richard PavelkaBettendorf, IaFeb 10, 2026Feb 5, 2026
David Floyd PooleDavenport, IaFeb 12, 2026Feb 5, 2026
Jamie StonekingDavenport, IaFeb 12, 2026Feb 5, 2026
Samantha Kristine HartBettendorf, IaFeb 12, 2026Feb 5, 2026
Ying Christa KuBettendorf, IaFeb 12, 2026Feb 5, 2026
The rule
Registrations ended
Feb 10, 2026 to Feb 12, 2026
Registered next
Feb 5, 2026
Branch state
IA
Cities
2, most in Davenport, Ia
Registered there that day
12,494 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of A••••••••• F•••••••• S•••••••• L••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••