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Team lift-out

3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••• F•• F•••••••• P••••••• I••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeanette Frances LopiccoloSouthfield, MiMar 12, 2026Feb 27, 2026
Mallory Lynn HuntSouthfield, MiMar 12, 2026Feb 25, 2026
Mary Katherine SheahanSouthfield, MiMar 16, 2026Feb 25, 2026
The rule
Registrations ended
Mar 12, 2026 to Mar 16, 2026
Registered next
Feb 25, 2026 to Feb 27, 2026
Branch state
MI
Cities
1, most in Southfield, Mi
Registered there that day
6,384 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape