The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Norman ReidYakima, WaMay 12, 2026May 6, 2026
David James LazorikYakima, WaMay 21, 2026May 6, 2026
The rule
Registrations ended
May 12, 2026 to May 21, 2026
Registered next
May 6, 2026
Branch state
WA
Cities
1, most in Yakima, Wa
Registered there that day
3,810 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape