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Team lift-out

2 advisors left F••••• I••••••••• for V••••••• A•••••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Dylan Elijah DelacruzPlano, TxJul 6, 2026Aug 7, 2026
Steven Michael VanhornPlano, TxJul 20, 2026Aug 12, 2026
The rule
Registrations ended
Jul 6, 2026 to Jul 20, 2026
Registered next
Aug 7, 2026 to Aug 12, 2026
Branch state
TX
Cities
1, most in Plano, Tx
Registered there that day
2,815 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape