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Team lift-out

2 advisors left C••••• A•••• M••••••••• for S••••• A••••••• W•••••• L••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Ian James ScobieDenver, CoDec 24, 2025Jan 21, 2026
Patrick Sean ScobieDenver, CoDec 24, 2025Feb 2, 2026
The rule
Registrations ended
Dec 24, 2025
Registered next
Jan 21, 2026 to Feb 2, 2026
Branch state
CO
Cities
1, most in Denver, Co
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
40%
Succession by the destination
none on the tape