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Team lift-out

2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Elizabeth Watts RogersHickory, NcJul 15, 2026Jul 14, 2026
Todd Michael AshworthHickory, NcJul 15, 2026Jul 14, 2026
The rule
Registrations ended
Jul 15, 2026
Registered next
Jul 14, 2026
Branch state
NC
Cities
1, most in Hickory, Nc
Registered there that day
6,619 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape