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Team lift-out

5 advisors left C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Angela M OwenWest Des Moines, IaJan 12, 2026Jan 12, 2026
David Andrew HefnerGranger, IaJan 12, 2026Jan 12, 2026
Gregory Michael HefnerWest Des Moines, IaJan 12, 2026Jan 12, 2026
Michael Anthony CompianoWest Des Moines, IaJan 12, 2026Jan 12, 2026
Michael Howard HefnerJohnston, IaJan 12, 2026Jan 12, 2026
The rule
Registrations ended
Jan 12, 2026
Registered next
Jan 12, 2026
Branch state
IA
Cities
3, most in West Des Moines, Ia
Registered there that day
3,087 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape