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Team lift-out

2 advisors left B••••••••• C•••••• M••••••••• L•• for B••• H•••• C••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Linda Lou GardnerEnglewood, CoFeb 2, 2026Feb 2, 2026
Zachary RobertsEnglewood, CoFeb 2, 2026Feb 2, 2026
The rule
Registrations ended
Feb 2, 2026
Registered next
Feb 2, 2026
Branch state
CO
Cities
1, most in Englewood, Co
Registered there that day
320 (people still on IAPD; an estimate)
Share of that headcount
0.6%
Succession by the destination
none on the tape