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Team lift-out

2 advisors left C••••• I••••••••• A••••••• L•• for D•••••• T•• • F•••••••• S•••••••• L•••••

BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
The rule
Registrations ended
Jul 1, 2026
Registered next
Jun 1, 2026
Branch state
WA
Cities
1, most in Des Moines, Wa
Registered there that day
10,344 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape