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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Americo AntonelliMedford, OrMay 15, 2026May 15, 2026
Christopher Ryan JacobsenMedford, OrMay 15, 2026May 15, 2026
Cynthia Leigh SandersMedford, OrMay 15, 2026May 15, 2026
Kelly Jordan WhiteMedford, OrMay 15, 2026May 15, 2026
Tyler Brian ForbesMedford, OrMay 15, 2026May 15, 2026
The rule
Registrations ended
May 15, 2026
Registered next
May 15, 2026
Branch state
OR
Cities
1, most in Medford, Or
Registered there that day
10,257 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape