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Team lift-out

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

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Richard Eugene DwinellHarker Heights, TxDec 31, 2025Jan 2, 2026
Nathan Keith SloanHarker Heights, TxJan 14, 2026Jan 2, 2026
The rule
Registrations ended
Dec 31, 2025 to Jan 14, 2026
Registered next
Jan 2, 2026
Branch state
TX
Cities
1, most in Harker Heights, Tx
Registered there that day
10,012 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape