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RIA Intelligence

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Team lift-out

11 advisors left C••••• I••••••••• A••••••• L•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeremey John BullermanWaterloo, IaAug 5, 2026Aug 4, 2026
Ryan Thomas ShawWaterloo, IaAug 5, 2026Aug 4, 2026
Adam Paul SchaeferWaterloo, IaAug 6, 2026Aug 4, 2026
Joshua David MercurioWaterloo, IaAug 6, 2026Aug 4, 2026
Kelly Jo GorehamWaterloo, IaAug 6, 2026Aug 4, 2026
Michael Alan HulmeWaterloo, IaAug 6, 2026Aug 4, 2026
Noah Allan BrownWaterloo, IaAug 6, 2026Aug 4, 2026
Nolan Wayne FarwellWaterloo, IaAug 6, 2026Aug 4, 2026
Tayler Thomas TjadenWaterloo, IaAug 6, 2026Aug 4, 2026
Thomas Richard TjadenWaterloo, IaAug 6, 2026Aug 4, 2026
Travis John BovyWaterloo, IaAug 6, 2026Aug 4, 2026
The rule
Registrations ended
Aug 5, 2026 to Aug 6, 2026
Registered next
Aug 4, 2026
Branch state
IA
Cities
1, most in Waterloo, Ia
Registered there that day
10,365 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••• I••••••••• A••••••• L••Other teams into L•• F•••••••• L••