The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Team lift-out

2 advisors left M••••• S•••••• for V••••••• A•••••••• I•••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Brian RowanTempe, AzApr 27, 2026May 19, 2026
Joseph Medawar RodarteGilbert, AzApr 30, 2026Jun 11, 2026
The rule
Registrations ended
Apr 27, 2026 to Apr 30, 2026
Registered next
May 19, 2026 to Jun 11, 2026
Branch state
AZ
Cities
2, most in Tempe, Az
Registered there that day
22,640 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape