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Team lift-out

2 advisors left V••••••• A•••••••• I••• for E•••••• A••••••• G••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Mark SonkowskyScottsdale, AzAug 21, 2026Sep 18, 2026
Jordan KuntzelmanScottsdale, AzAug 27, 2026Sep 18, 2026
The rule
Registrations ended
Aug 21, 2026 to Aug 27, 2026
Registered next
Sep 18, 2026
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
2,354 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape