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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Dennis Dean RossHillard, OhJul 21, 2026Sep 1, 2026
Michael John LotkoElyria, OhJul 24, 2026Jul 17, 2026
The rule
Registrations ended
Jul 21, 2026 to Jul 24, 2026
Registered next
Jul 17, 2026 to Sep 1, 2026
Branch state
OH
Cities
2, most in Hillard, Oh
Registered there that day
10,346 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape