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Team lift-out

2 advisors left S•••••••• A••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Buck MaloyJacksonville, FlJan 21, 2026Feb 27, 2026
Jake Vincent PernaPonte Vedra, FlJan 30, 2026Feb 27, 2026
The rule
Registrations ended
Jan 21, 2026 to Jan 30, 2026
Registered next
Feb 27, 2026
Branch state
FL
Cities
2, most in Jacksonville, Fl
Registered there that day
16,271 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape