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Team lift-out

2 advisors left C••••••••• C•••••• S••••••••• I••• for L•• F•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Melissa Marie MooneydomingueMelbourne, FlJan 15, 2026Jan 29, 2026
Peter Thomas MooneyMelbourne, FlJan 15, 2026Jan 21, 2026
The rule
Registrations ended
Jan 15, 2026
Registered next
Jan 21, 2026 to Jan 29, 2026
Branch state
FL
Cities
1, most in Melbourne, Fl
Registered there that day
18 (people still on IAPD; an estimate)
Share of that headcount
11%
Succession by the destination
none on the tape