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Team lift-out

3 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
Brenda Brooks RocchioSan Antonio, TxAug 28, 2025Sep 11, 2025
Billy Wayne PiersonHereford, TxSep 9, 2025Sep 8, 2025
Taylor Roland GravesAmarillo, TxSep 9, 2025Sep 8, 2025
The rule
Registrations ended
Aug 28, 2025 to Sep 9, 2025
Registered next
Sep 8, 2025 to Sep 11, 2025
Branch state
TX
Cities
3, most in San Antonio, Tx
Registered there that day
5,962 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape