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Team lift-out

3 advisors left L••••••• W•••••• I••• for A•••••• W••••• S••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Hanley RussellHuntsville, AlFeb 3, 2026Feb 2, 2026
Sheri Eddings RobinsonBirmingham, AlFeb 3, 2026Jan 20, 2026
Melissa Ausman BarkleyBirmingham, AlFeb 13, 2026Feb 13, 2026
The rule
Registrations ended
Feb 3, 2026 to Feb 13, 2026
Registered next
Jan 20, 2026 to Feb 13, 2026
Branch state
AL
Cities
2, most in Birmingham, Al
Registered there that day
24 (people still on IAPD; an estimate)
Share of that headcount
13%
Succession by the destination
none on the tape