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Team lift-out

2 advisors left G••••• W••••• A••••••• for A•••••• C•••••• P•••••••• L••

unclassifiedtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Sierra ElrodHouston, TxJan 2, 2026Apr 1, 2025
Thomas Francis KennedyHouston, TxJan 2, 2026Apr 1, 2025
The rule
Registrations ended
Jan 2, 2026
Registered next
Apr 1, 2025
Branch state
TX
Cities
1, most in Houston, Tx
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
22%
Succession by the destination
none on the tape