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Team lift-out

2 advisors left E•••••• F•••••••• E•••••• for R••••• W• B•••• • C•• I•••••••••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Paul Daniel BrickAshburn, VaJan 27, 2026Jan 15, 2026
Kenneth Malcolm Murray IIIAshburn, VaFeb 6, 2026Jan 15, 2026
The rule
Registrations ended
Jan 27, 2026 to Feb 6, 2026
Registered next
Jan 15, 2026
Branch state
VA
Cities
1, most in Ashburn, Va
Registered there that day
650 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape