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Team lift-out

8 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Richard BernardPoland, OhJan 13, 2026Jan 7, 2026
Derik William RonciBoardman, OhJan 13, 2026Jan 7, 2026
Parker Steele SherryBoardman, OhJan 13, 2026Jan 7, 2026
Richard Patrick SacuiBoardman, OhJan 13, 2026Jan 7, 2026
Ryan Kent MillerBoardman, OhJan 13, 2026Jan 7, 2026
Stevan RasetaBoardman, OhJan 13, 2026Jan 7, 2026
William T KlimBoardman, OhJan 13, 2026Jan 7, 2026
Zel Edward BushBoardman, OhJan 13, 2026Jan 7, 2026
The rule
Registrations ended
Jan 13, 2026
Registered next
Jan 7, 2026
Branch state
OH
Cities
1, most in Boardman, Oh
Registered there that day
3,851 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of C•••••••• I••••••••• R••••••• A•••••••• I•••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••