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Team lift-out

3 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for H• L• O••••• • C••••••• L••

BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
John Keais HoytGreenville, NcJul 2, 2026Jul 9, 2026
Lisa Wooten HardeeGreenville, NcJul 2, 2026Jul 9, 2026
Tanner Keais HoytGreenville, NcJul 2, 2026Jul 9, 2026
The rule
Registrations ended
Jul 2, 2026
Registered next
Jul 9, 2026
Branch state
NC
Cities
1, most in Greenville, Nc
Registered there that day
6,621 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape